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 | $64,703 | $211,958-69.5% | $169,463-61.8% | $135,375-52.2% |
| Participation rate | 88.2% | 82.6%+5.6pp | 77.8%+10.5pp | 82.6%+5.6pp |
| Annual return | -11.54% | 3.26%-14.8pp | 1.83%-13.4pp | 519.73%-531.3pp |
| Employer contribution / active EE | $6,296 | $5,120+23.0% | $4,159+51.4% | $4,779+31.8% |
| Participant deferral / active EE | $14,405 | $6,075+137.1% | $5,277+173.0% | $5,609+156.8% |
| Admin fee / account holder | $274 | $11,471-97.6% | $9,109-97.0% | $10,827-97.5% |