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 | $177,274 | $167,484+5.8% | $151,611+16.9% | $134,475+31.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.64% | 7.80%-29.4pp | 3.33%-25.0pp | 417.96%-439.6pp |
| Employer contribution / active EE | $9,524 | $6,829+39.5% | $6,166+54.5% | $4,740+100.9% |
| Participant deferral / active EE | $12,094 | $8,986+34.6% | $8,363+44.6% | $6,400+89.0% |
| Admin fee / account holder | $37 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |