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 | $20,946 | $107,334-80.5% | $92,893-77.5% | $152,861-86.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -5.28% | 145.58%-150.9pp | 109.41%-114.7pp | 345.32%-350.6pp |
| Employer contribution / active EE | $1,614 | $4,221-61.8% | $3,653-55.8% | $4,762-66.1% |
| Participant deferral / active EE | $5,406 | $4,845+11.6% | $4,236+27.6% | $5,850-7.6% |
| Admin fee / account holder | $200 | $7,079-97.2% | $5,794-96.6% | $11,596-98.3% |