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 | $215,333 | $167,307+28.7% | $143,757+49.8% | $134,475+60.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.82% | 0.46%-23.3pp | -0.04%-22.8pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,558 | $5,619-72.3% | $4,951-68.5% | $4,740-67.1% |
| Participant deferral / active EE | $5,252 | $6,446-18.5% | $5,637-6.8% | $6,400-17.9% |
| Admin fee / account holder | $22 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |