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 | $33,328 | $92,222-63.9% | $76,768-56.6% | $135,375-75.4% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | -8.87% | 5.46%-14.3pp | 2.43%-11.3pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,288 | $3,216-28.9% | $2,485-7.9% | $4,779-52.1% |
| Participant deferral / active EE | $4,006 | $4,509-11.1% | $3,852+4.0% | $5,609-28.6% |
| Admin fee / account holder | $201 | $10,748-98.1% | $6,675-97.0% | $10,827-98.1% |