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 | $17,110 | $90,600-81.1% | $79,464-78.5% | $135,375-87.4% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | -9.72% | 977.43%-987.2pp | 718.14%-727.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,751 | $3,068-10.3% | $2,800-1.8% | $4,779-42.4% |
| Participant deferral / active EE | $4,780 | $4,050+18.0% | $3,704+29.1% | $5,609-14.8% |
| Admin fee / account holder | $43 | $5,907-99.3% | $5,113-99.2% | $10,827-99.6% |