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 | $23,131 | $167,307-86.2% | $143,757-83.9% | $134,475-82.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.11% | 0.46%-28.6pp | -0.04%-28.1pp | 417.96%-446.1pp |
| Employer contribution / active EE | $4,973 | $5,619-11.5% | $4,951+0.4% | $4,740+4.9% |
| Participant deferral / active EE | $4,655 | $6,446-27.8% | $5,637-17.4% | $6,400-27.3% |
| Admin fee / account holder | $111 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |