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 | $18,304 | $95,971-80.9% | $74,550-75.4% | $135,375-86.5% |
| Participation rate | 72.7% | 75.7%-2.9pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -9.29% | 56.96%-66.3pp | 32.53%-41.8pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,020 | $2,716-62.5% | $1,961-48.0% | $4,779-78.7% |
| Participant deferral / active EE | $2,619 | $3,843-31.9% | $3,108-15.7% | $5,609-53.3% |
| Admin fee / account holder | $23 | $6,522-99.6% | $5,060-99.5% | $10,827-99.8% |