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 | $13,235 | $95,193-86.1% | $76,523-82.7% | $135,375-90.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -11.65% | 4.85%-16.5pp | -0.27%-11.4pp | 519.73%-531.4pp |
| Employer contribution / active EE | $1,273 | $3,302-61.5% | $2,647-51.9% | $4,779-73.4% |
| Participant deferral / active EE | $3,821 | $4,639-17.6% | $3,835-0.4% | $5,609-31.9% |
| Admin fee / account holder | $109 | $6,249-98.2% | $4,848-97.7% | $10,827-99.0% |