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 | $17,054 | $103,949-83.6% | $69,182-75.3% | $273,961-93.8% |
| Participation rate | 80.0% | 67.4%+12.6pp | 55.1%+24.9pp | 83.0%-3.0pp |
| Annual return | -9.96% | 35.28%-45.2pp | -21.93%+12.0pp | 41.45%-51.4pp |
| Employer contribution / active EE | $2,095 | $1,783+17.5% | $1,206+73.7% | $4,869-57.0% |
| Participant deferral / active EE | $6,217 | $2,716+128.8% | $1,897+227.7% | $5,287+17.6% |
| Admin fee / account holder | $259 | $3,671-92.9% | $2,697-90.4% | $10,132-97.4% |