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 | $117,866 | $165,335-28.7% | $149,696-21.3% | $158,922-25.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -11.64% | 348.15%-359.8pp | 276.60%-288.2pp | 302.83%-314.5pp |
| Employer contribution / active EE | $2,017 | $5,103-60.5% | $4,644-56.6% | $4,761-57.6% |
| Participant deferral / active EE | $7,190 | $7,181+0.1% | $6,842+5.1% | $5,982+20.2% |
| Admin fee / account holder | $147 | $10,807-98.6% | $9,309-98.4% | $11,246-98.7% |