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 | $156,821 | $133,958+17.1% | $112,228+39.7% | $134,475+16.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.80% | 47.11%-67.9pp | 27.45%-48.2pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,661 | $4,038-34.1% | $3,635-26.8% | $4,740-43.9% |
| Participant deferral / active EE | $11,338 | $5,291+114.3% | $4,728+139.8% | $6,400+77.2% |
| Admin fee / account holder | $265 | $7,489-96.5% | $6,410-95.9% | $11,426-97.7% |