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 | $169,400 | $110,094+53.9% | $151,611+11.7% | $68,494+147.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -19.11% | -10.12%-9.0pp | 3.33%-22.4pp | -7.84%-11.3pp |
| Employer contribution / active EE | $7,034 | $4,471+57.4% | $6,166+14.1% | $2,596+170.9% |
| Participant deferral / active EE | $11,087 | $6,527+69.9% | $8,363+32.6% | $4,027+175.3% |
| Admin fee / account holder | $162 | $7,719-97.9% | $11,616-98.6% | $5,403-97.0% |