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 | $16,001 | $81,632-80.4% | $70,449-77.3% | $158,922-89.9% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | -2.60% | 208.40%-211.0pp | 109.03%-111.6pp | 302.83%-305.4pp |
| Employer contribution / active EE | $1,268 | $3,217-60.6% | $2,737-53.7% | $4,761-73.4% |
| Participant deferral / active EE | $1,070 | $4,554-76.5% | $3,709-71.1% | $5,982-82.1% |
| Admin fee / account holder | $157 | $6,193-97.5% | $3,845-95.9% | $11,246-98.6% |