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 | $97,534 | $133,958-27.2% | $112,228-13.1% | $134,475-27.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -23.38% | 47.11%-70.5pp | 27.45%-50.8pp | 417.96%-441.3pp |
| Employer contribution / active EE | $3,067 | $4,038-24.0% | $3,635-15.6% | $4,740-35.3% |
| Participant deferral / active EE | $10,810 | $5,291+104.3% | $4,728+128.6% | $6,400+68.9% |
| Admin fee / account holder | $7 | $7,489-99.9% | $6,410-99.9% | $11,426-99.9% |