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 | $126,427 | $142,344-11.2% | $119,609+5.7% | $134,475-6.0% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -23.20% | -12.44%-10.8pp | -14.97%-8.2pp | 417.96%-441.2pp |
| Employer contribution / active EE | $2,975 | $5,222-43.0% | $4,232-29.7% | $4,740-37.2% |
| Participant deferral / active EE | $11,495 | $6,469+77.7% | $5,602+105.2% | $6,400+79.6% |
| Admin fee / account holder | $46 | $13,584-99.7% | $10,323-99.6% | $11,426-99.6% |