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 | $14,405 | $97,757-85.3% | $83,848-82.8% | $135,375-89.4% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | -17.13% | 1287.37%-1304.5pp | 850.88%-868.0pp | 519.73%-536.9pp |
| Employer contribution / active EE | $1,670 | $4,222-60.5% | $3,631-54.0% | $4,779-65.1% |
| Participant deferral / active EE | $3,430 | $4,682-26.8% | $4,082-16.0% | $5,609-38.9% |
| Admin fee / account holder | $299 | $6,674-95.5% | $5,478-94.5% | $10,827-97.2% |