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 | $113,961 | $142,344-19.9% | $119,609-4.7% | $134,475-15.3% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -20.63% | -12.44%-8.2pp | -14.97%-5.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,538 | $5,222-51.4% | $4,232-40.0% | $4,740-46.4% |
| Participant deferral / active EE | $7,063 | $6,469+9.2% | $5,602+26.1% | $6,400+10.4% |
| Admin fee / account holder | $269 | $13,584-98.0% | $10,323-97.4% | $11,426-97.6% |