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 | $125,125 | $171,164-26.9% | $127,761-2.1% | $152,861-18.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | -19.32% | 23.54%-42.9pp | 26.14%-45.5pp | 345.32%-364.6pp |
| Employer contribution / active EE | $2,655 | $5,447-51.3% | $4,574-42.0% | $4,762-44.2% |
| Participant deferral / active EE | $0 | $7,038-100.0% | $6,021-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2 | $14,530-100.0% | $9,395-100.0% | $11,596-100.0% |