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 | $76,509 | $127,386-39.9% | $115,037-33.5% | $125,391-39.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.74% | 31.28%-35.0pp | 26.14%-29.9pp | 282.22%-286.0pp |
| Employer contribution / active EE | $7,500 | $5,166+45.2% | $4,608+62.8% | $4,866+54.1% |
| Participant deferral / active EE | $8,175 | $6,423+27.3% | $6,026+35.7% | $5,352+52.8% |
| Admin fee / account holder | $123 | $9,516-98.7% | $8,175-98.5% | $9,540-98.7% |