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 | $20,727 | $92,222-77.5% | $76,768-73.0% | $135,375-84.7% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -15.02% | 5.46%-20.5pp | 2.43%-17.4pp | 519.73%-534.8pp |
| Employer contribution / active EE | $3,412 | $3,216+6.1% | $2,485+37.3% | $4,779-28.6% |
| Participant deferral / active EE | $3,501 | $4,509-22.4% | $3,852-9.1% | $5,609-37.6% |
| Admin fee / account holder | $204 | $10,748-98.1% | $6,675-96.9% | $10,827-98.1% |