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 | $24,886 | $97,044-74.4% | $83,333-70.1% | $135,375-81.6% |
| Participation rate | 70.0% | 80.4%-10.4pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | -11.74% | 12.31%-24.0pp | 10.63%-22.4pp | 519.73%-531.5pp |
| Employer contribution / active EE | $2,769 | $4,143-33.2% | $3,379-18.0% | $4,779-42.1% |
| Participant deferral / active EE | $5,622 | $5,964-5.8% | $5,565+1.0% | $5,609+0.2% |
| Admin fee / account holder | $226 | $8,380-97.3% | $7,510-97.0% | $10,827-97.9% |