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 | $152,286 | $167,307-9.0% | $143,757+5.9% | $134,475+13.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.36% | 0.46%-27.8pp | -0.04%-27.3pp | 417.96%-445.3pp |
| Employer contribution / active EE | $13,266 | $5,619+136.1% | $4,951+167.9% | $4,740+179.9% |
| Participant deferral / active EE | $6,827 | $6,446+5.9% | $5,637+21.1% | $6,400+6.7% |
| Admin fee / account holder | $262 | $18,088-98.6% | $14,673-98.2% | $11,426-97.7% |