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 | $17,643 | $97,044-81.8% | $83,333-78.8% | $135,375-87.0% |
| Participation rate | 77.3% | 80.4%-3.1pp | 77.8%-0.5pp | 82.6%-5.4pp |
| Annual return | -15.91% | 12.31%-28.2pp | 10.63%-26.5pp | 519.73%-535.6pp |
| Employer contribution / active EE | $727 | $4,143-82.5% | $3,379-78.5% | $4,779-84.8% |
| Participant deferral / active EE | $5,437 | $5,964-8.9% | $5,565-2.3% | $5,609-3.1% |
| Admin fee / account holder | $183 | $8,380-97.8% | $7,510-97.6% | $10,827-98.3% |