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 | $24,582 | $97,044-74.7% | $83,333-70.5% | $135,375-81.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.72% | 12.31%-22.0pp | 10.63%-20.4pp | 519.73%-529.5pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,973 | $5,964+0.1% | $5,565+7.3% | $5,609+6.5% |
| Admin fee / account holder | $278 | $8,380-96.7% | $7,510-96.3% | $10,827-97.4% |