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 | $181,785 | $162,781+11.7% | $133,956+35.7% | $158,922+14.4% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | -1.92% | 41.94%-43.9pp | 45.09%-47.0pp | 302.83%-304.7pp |
| Employer contribution / active EE | $2,339 | $4,975-53.0% | $3,919-40.3% | $4,761-50.9% |
| Participant deferral / active EE | $3,104 | $5,911-47.5% | $5,048-38.5% | $5,982-48.1% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |