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 6-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 | $11,068 | $95,862-88.5% | $79,550-86.1% | $134,475-91.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -28.60% | -2.69%-25.9pp | 0.16%-28.8pp | 417.96%-446.6pp |
| Employer contribution / active EE | $1,587 | $3,128-49.3% | $2,413-34.2% | $4,740-66.5% |
| Participant deferral / active EE | $3,099 | $4,693-34.0% | $3,985-22.2% | $6,400-51.6% |
| Admin fee / account holder | $53 | $9,126-99.4% | $6,832-99.2% | $11,426-99.5% |