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 | $23,410 | $92,222-74.6% | $76,768-69.5% | $135,375-82.7% |
| Participation rate | 92.9% | 79.8%+13.1pp | 77.0%+15.9pp | 82.6%+10.2pp |
| Annual return | -9.10% | 5.46%-14.6pp | 2.43%-11.5pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,270 | $3,216-29.4% | $2,485-8.7% | $4,779-52.5% |
| Participant deferral / active EE | $3,076 | $4,509-31.8% | $3,852-20.1% | $5,609-45.2% |
| Admin fee / account holder | $247 | $10,748-97.7% | $6,675-96.3% | $10,827-97.7% |