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 | $22,361 | $42,894-47.9% | $60,874-63.3% | $68,494-67.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -22.30% | -13.98%-8.3pp | 16.90%-39.2pp | -7.84%-14.5pp |
| Employer contribution / active EE | $611 | $1,978-69.1% | $2,701-77.4% | $2,596-76.5% |
| Participant deferral / active EE | $1,435 | $2,867-49.9% | $3,817-62.4% | $4,027-64.4% |
| Admin fee / account holder | $47 | $3,101-98.5% | $3,224-98.5% | $5,403-99.1% |