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 | $18,438 | $81,632-77.4% | $70,449-73.8% | $158,922-88.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | -3.76% | 208.40%-212.2pp | 109.03%-112.8pp | 302.83%-306.6pp |
| Employer contribution / active EE | $2,740 | $3,217-14.8% | $2,737+0.1% | $4,761-42.4% |
| Participant deferral / active EE | $3,596 | $4,554-21.0% | $3,709-3.0% | $5,982-39.9% |
| Admin fee / account holder | $138 | $6,193-97.8% | $3,845-96.4% | $11,246-98.8% |