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 | $18,682 | $158,817-88.2% | $121,196-84.6% | $135,375-86.2% |
| Participation rate | 80.0% | 79.3%+0.7pp | 71.7%+8.3pp | 82.6%-2.6pp |
| Annual return | -9.57% | -0.64%-8.9pp | 16.93%-26.5pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,136 | $5,665-79.9% | $4,022-71.7% | $4,779-76.2% |
| Participant deferral / active EE | $4,145 | $4,005+3.5% | $3,344+23.9% | $5,609-26.1% |
| Admin fee / account holder | $82 | $6,512-98.7% | $5,019-98.4% | $10,827-99.2% |