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 | $17,115 | $69,518-75.4% | $59,878-71.4% | $135,375-87.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | -10.47% | 7.94%-18.4pp | 3.46%-13.9pp | 519.73%-530.2pp |
| Employer contribution / active EE | $2,789 | $3,235-13.8% | $2,722+2.5% | $4,779-41.6% |
| Participant deferral / active EE | $5,749 | $4,206+36.7% | $3,402+69.0% | $5,609+2.5% |
| Admin fee / account holder | $7 | $5,734-99.9% | $3,590-99.8% | $10,827-99.9% |