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 | $190,361 | $142,344+33.7% | $119,609+59.2% | $134,475+41.6% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -24.39% | -12.44%-12.0pp | -14.97%-9.4pp | 417.96%-442.4pp |
| Employer contribution / active EE | $4,262 | $5,222-18.4% | $4,232+0.7% | $4,740-10.1% |
| Participant deferral / active EE | $7,853 | $6,469+21.4% | $5,602+40.2% | $6,400+22.7% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |