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 5-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 | $12,265 | $46,674-73.7% | $117,472-89.6% | $68,494-82.1% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -22.81% | -14.52%-8.3pp | 29.74%-52.6pp | -7.84%-15.0pp |
| Employer contribution / active EE | $1,402 | $1,505-6.8% | $4,176-66.4% | $2,596-46.0% |
| Participant deferral / active EE | $2,747 | $2,636+4.2% | $4,070-32.5% | $4,027-31.8% |
| Admin fee / account holder | $296 | $4,020-92.6% | $5,645-94.8% | $5,403-94.5% |