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 | $131,980 | $87,540+50.8% | $75,781+74.2% | $125,391+5.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -6.00% | 13.48%-19.5pp | 9.68%-15.7pp | 282.22%-288.2pp |
| Employer contribution / active EE | $4,278 | $3,930+8.9% | $3,323+28.7% | $4,866-12.1% |
| Participant deferral / active EE | $9,586 | $4,229+126.7% | $3,651+162.5% | $5,352+79.1% |
| Admin fee / account holder | $120 | $6,502-98.2% | $5,299-97.7% | $9,540-98.7% |