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 | $92,675 | $167,484-44.7% | $151,611-38.9% | $134,475-31.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.96% | 7.80%-33.8pp | 3.33%-29.3pp | 417.96%-443.9pp |
| Employer contribution / active EE | $3,511 | $6,829-48.6% | $6,166-43.1% | $4,740-25.9% |
| Participant deferral / active EE | $9,619 | $8,986+7.0% | $8,363+15.0% | $6,400+50.3% |
| Admin fee / account holder | $120 | $13,783-99.1% | $11,616-99.0% | $11,426-98.9% |