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 | $123,137 | $133,958-8.1% | $112,228+9.7% | $134,475-8.4% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.1%+20.8pp | 81.2%+14.6pp |
| Annual return | -22.08% | 47.11%-69.2pp | 27.45%-49.5pp | 417.96%-440.0pp |
| Employer contribution / active EE | $5,606 | $4,038+38.8% | $3,635+54.2% | $4,740+18.3% |
| Participant deferral / active EE | $6,767 | $5,291+27.9% | $4,728+43.1% | $6,400+5.7% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |