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 | $20,133 | $50,958-60.5% | $74,550-73.0% | $64,186-68.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -8.16% | -1.86%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,500 | $1,115+34.5% | $1,961-23.5% | $2,381-37.0% |
| Participant deferral / active EE | $1,945 | $2,301-15.5% | $3,108-37.4% | $3,470-43.9% |
| Admin fee / account holder | $255 | $4,223-94.0% | $5,060-95.0% | $4,888-94.8% |