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 | $4,811 | $25,979-81.5% | $71,735-93.3% | $68,494-93.0% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | -19.86% | -15.10%-4.8pp | 9.14%-29.0pp | -7.84%-12.0pp |
| Employer contribution / active EE | $220 | $900-75.6% | $1,704-87.1% | $2,596-91.5% |
| Participant deferral / active EE | $1,024 | $1,522-32.7% | $2,658-61.5% | $4,027-74.6% |
| Admin fee / account holder | $194 | $2,022-90.4% | $3,974-95.1% | $5,403-96.4% |