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 | $176,854 | $167,484+5.6% | $151,611+16.7% | $134,475+31.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.79% | 7.80%-29.6pp | 3.33%-25.1pp | 417.96%-439.7pp |
| Employer contribution / active EE | $14,775 | $6,829+116.3% | $6,166+139.6% | $4,740+211.7% |
| Participant deferral / active EE | $13,866 | $8,986+54.3% | $8,363+65.8% | $6,400+116.7% |
| Admin fee / account holder | $17 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |