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 | $109,929 | $110,094-0.2% | $151,611-27.5% | $68,494+60.5% |
| Participation rate | 96.4% | 84.0%+12.5pp | 87.5%+8.9pp | 67.9%+28.5pp |
| Annual return | -18.62% | -10.12%-8.5pp | 3.33%-21.9pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,931 | $4,471+10.3% | $6,166-20.0% | $2,596+89.9% |
| Participant deferral / active EE | $13,583 | $6,527+108.1% | $8,363+62.4% | $4,027+237.3% |
| Admin fee / account holder | $121 | $7,719-98.4% | $11,616-99.0% | $5,403-97.8% |