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 9-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 | $163,773 | $106,515+53.8% | $96,683+69.4% | $139,434+17.5% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | -15.46% | 38.43%-53.9pp | 35.69%-51.2pp | 372.94%-388.4pp |
| Employer contribution / active EE | $6,505 | $4,103+58.5% | $3,737+74.1% | $4,751+36.9% |
| Participant deferral / active EE | $8,063 | $5,454+47.8% | $4,878+65.3% | $6,710+20.2% |
| Admin fee / account holder | $177 | $7,877-97.8% | $6,730-97.4% | $11,403-98.4% |