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 | $12,456 | $73,867-83.1% | $143,757-91.3% | $68,494-81.8% |
| Participation rate | 85.7% | 66.7%+19.1pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -25.60% | 1.01%-26.6pp | -0.04%-25.6pp | -7.84%-17.8pp |
| Employer contribution / active EE | $569 | $3,184-82.1% | $4,951-88.5% | $2,596-78.1% |
| Participant deferral / active EE | $1,044 | $3,384-69.2% | $5,637-81.5% | $4,027-74.1% |
| Admin fee / account holder | $220 | $5,755-96.2% | $14,673-98.5% | $5,403-95.9% |