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 | $126,801 | $181,894-30.3% | $156,549-19.0% | $273,961-53.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -12.48% | 30.74%-43.2pp | 32.23%-44.7pp | 41.45%-53.9pp |
| Employer contribution / active EE | $2,385 | $6,248-61.8% | $5,501-56.6% | $4,869-51.0% |
| Participant deferral / active EE | $5,375 | $5,550-3.2% | $4,871+10.3% | $5,287+1.7% |
| Admin fee / account holder | $182 | $15,559-98.8% | $13,027-98.6% | $10,132-98.2% |