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 | $134,792 | $167,484-19.5% | $151,611-11.1% | $134,475+0.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.22% | 7.80%-34.0pp | 3.33%-29.5pp | 417.96%-444.2pp |
| Employer contribution / active EE | $10,599 | $6,829+55.2% | $6,166+71.9% | $4,740+123.6% |
| Participant deferral / active EE | $9,655 | $8,986+7.4% | $8,363+15.4% | $6,400+50.9% |
| Admin fee / account holder | $187 | $13,783-98.6% | $11,616-98.4% | $11,426-98.4% |