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 | $161,214 | $175,600-8.2% | $129,110+24.9% | $134,475+19.9% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.3%+8.5pp | 81.2%+4.5pp |
| Annual return | -23.22% | -11.39%-11.8pp | -10.94%-12.3pp | 417.96%-441.2pp |
| Employer contribution / active EE | $2,817 | $6,355-55.7% | $5,052-44.2% | $4,740-40.6% |
| Participant deferral / active EE | $4,991 | $7,975-37.4% | $6,542-23.7% | $6,400-22.0% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |