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 | $28,577 | $211,958-86.5% | $169,463-83.1% | $135,375-78.9% |
| Participation rate | 90.9% | 82.6%+8.3pp | 77.8%+13.1pp | 82.6%+8.3pp |
| Annual return | -9.32% | 3.26%-12.6pp | 1.83%-11.2pp | 519.73%-529.1pp |
| Employer contribution / active EE | $2,275 | $5,120-55.6% | $4,159-45.3% | $4,779-52.4% |
| Participant deferral / active EE | $4,456 | $6,075-26.6% | $5,277-15.5% | $5,609-20.5% |
| Admin fee / account holder | $187 | $11,471-98.4% | $9,109-98.0% | $10,827-98.3% |