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 | $215,560 | $167,484+28.7% | $151,611+42.2% | $134,475+60.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.53% | 7.80%-29.3pp | 3.33%-24.9pp | 417.96%-439.5pp |
| Employer contribution / active EE | $5,269 | $6,829-22.8% | $6,166-14.5% | $4,740+11.2% |
| Participant deferral / active EE | $12,363 | $8,986+37.6% | $8,363+47.8% | $6,400+93.2% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |