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 | $20,610 | $95,862-78.5% | $79,550-74.1% | $134,475-84.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -23.63% | -2.69%-20.9pp | 0.16%-23.8pp | 417.96%-441.6pp |
| Employer contribution / active EE | $3,212 | $3,128+2.7% | $2,413+33.1% | $4,740-32.2% |
| Participant deferral / active EE | $5,089 | $4,693+8.4% | $3,985+27.7% | $6,400-20.5% |
| Admin fee / account holder | $82 | $9,126-99.1% | $6,832-98.8% | $11,426-99.3% |