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 | $17,928 | $86,699-79.3% | $73,307-75.5% | $125,391-85.7% |
| Participation rate | 92.9% | 78.6%+14.2pp | 74.9%+17.9pp | 83.2%+9.7pp |
| Annual return | -4.81% | 2.78%-7.6pp | 5.67%-10.5pp | 282.22%-287.0pp |
| Employer contribution / active EE | $2,475 | $4,152-40.4% | $3,237-23.6% | $4,866-49.1% |
| Participant deferral / active EE | $3,832 | $5,550-31.0% | $4,991-23.2% | $5,352-28.4% |
| Admin fee / account holder | $192 | $7,771-97.5% | $5,637-96.6% | $9,540-98.0% |