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 | $112,948 | $209,411-46.1% | $178,490-36.7% | $158,922-28.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -9.89% | 188.75%-198.6pp | 151.07%-161.0pp | 302.83%-312.7pp |
| Employer contribution / active EE | $6,198 | $5,706+8.6% | $5,011+23.7% | $4,761+30.2% |
| Participant deferral / active EE | $5,852 | $5,954-1.7% | $5,202+12.5% | $5,982-2.2% |
| Admin fee / account holder | $209 | $17,074-98.8% | $13,984-98.5% | $11,246-98.1% |