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 | $27,250 | $97,881-72.2% | $80,004-65.9% | $125,391-78.3% |
| Participation rate | 76.9% | 77.9%-0.9pp | 73.0%+3.9pp | 83.2%-6.3pp |
| Annual return | -4.49% | 9.36%-13.8pp | 7.63%-12.1pp | 282.22%-286.7pp |
| Employer contribution / active EE | $2,176 | $3,128-30.4% | $2,473-12.0% | $4,866-55.3% |
| Participant deferral / active EE | $3,324 | $3,744-11.2% | $3,204+3.8% | $5,352-37.9% |
| Admin fee / account holder | $143 | $6,278-97.7% | $5,033-97.2% | $9,540-98.5% |