See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,924 | $45,035-66.9% | $62,995-76.3% | $70,131-78.7% |
| Participation rate | 81.3% | 69.5%+11.7pp | 74.8%+6.4pp | 69.5%+11.7pp |
| Annual return | -12.45% | 18.76%-31.2pp | 87.57%-100.0pp | 73.14%-85.6pp |
| Employer contribution / active EE | $1,076 | $2,051-47.5% | $2,759-61.0% | $2,342-54.1% |
| Participant deferral / active EE | $1,026 | $2,465-58.4% | $3,329-69.2% | $3,332-69.2% |
| Admin fee / account holder | $206 | $2,834-92.7% | $3,600-94.3% | $4,645-95.6% |