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 8-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 | $10,272 | $42,383-75.8% | $76,523-86.6% | $64,186-84.0% |
| Participation rate | 77.8% | 58.1%+19.6pp | 68.0%+9.8pp | 69.6%+8.2pp |
| Annual return | -14.91% | -16.54%+1.6pp | -0.27%-14.6pp | 7.63%-22.5pp |
| Employer contribution / active EE | $1,458 | $1,563-6.7% | $2,647-44.9% | $2,381-38.8% |
| Participant deferral / active EE | $3,166 | $2,566+23.4% | $3,835-17.4% | $3,470-8.7% |
| Admin fee / account holder | $14 | $3,198-99.6% | $4,848-99.7% | $4,888-99.7% |