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 | $19,204 | $69,518-72.4% | $59,878-67.9% | $135,375-85.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -13.49% | 7.94%-21.4pp | 3.46%-16.9pp | 519.73%-533.2pp |
| Employer contribution / active EE | $1,566 | $3,235-51.6% | $2,722-42.5% | $4,779-67.2% |
| Participant deferral / active EE | $5,814 | $4,206+38.2% | $3,402+70.9% | $5,609+3.7% |
| Admin fee / account holder | $203 | $5,734-96.5% | $3,590-94.3% | $10,827-98.1% |