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 | $18,177 | $87,540-79.2% | $75,781-76.0% | $125,391-85.5% |
| Participation rate | 86.7% | 80.2%+6.5pp | 75.8%+10.8pp | 83.2%+3.5pp |
| Annual return | -7.74% | 13.48%-21.2pp | 9.68%-17.4pp | 282.22%-290.0pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,208 | $4,229-47.8% | $3,651-39.5% | $5,352-58.7% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |