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 | $112,327 | $167,307-32.9% | $143,757-21.9% | $134,475-16.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.42% | 0.46%-20.9pp | -0.04%-20.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $11,253 | $5,619+100.3% | $4,951+127.3% | $4,740+137.4% |
| Participant deferral / active EE | $7,817 | $6,446+21.3% | $5,637+38.7% | $6,400+22.1% |
| Admin fee / account holder | $228 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |