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 | $129,725 | $142,344-8.9% | $119,609+8.5% | $134,475-3.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.77% | -12.44%-9.3pp | -14.97%-6.8pp | 417.96%-439.7pp |
| Employer contribution / active EE | $11,400 | $5,222+118.3% | $4,232+169.4% | $4,740+140.5% |
| Participant deferral / active EE | $15,698 | $6,469+142.7% | $5,602+180.2% | $6,400+145.3% |
| Admin fee / account holder | $49 | $13,584-99.6% | $10,323-99.5% | $11,426-99.6% |