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 | $16,892 | $95,193-82.3% | $76,523-77.9% | $135,375-87.5% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -12.25% | 4.85%-17.1pp | -0.27%-12.0pp | 519.73%-532.0pp |
| Employer contribution / active EE | $1,738 | $3,302-47.4% | $2,647-34.4% | $4,779-63.6% |
| Participant deferral / active EE | $2,609 | $4,639-43.8% | $3,835-32.0% | $5,609-53.5% |
| Admin fee / account holder | $76 | $6,249-98.8% | $4,848-98.4% | $10,827-99.3% |