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 | $23,775 | $107,791-77.9% | $90,645-73.8% | $135,375-82.4% |
| Participation rate | 84.6% | 78.0%+6.6pp | 74.0%+10.6pp | 82.6%+2.0pp |
| Annual return | -9.96% | -0.90%-9.1pp | 1.88%-11.8pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,170 | $3,018-28.1% | $2,532-14.3% | $4,779-54.6% |
| Participant deferral / active EE | $1,776 | $3,872-54.1% | $3,425-48.1% | $5,609-68.3% |
| Admin fee / account holder | $216 | $5,930-96.4% | $4,994-95.7% | $10,827-98.0% |