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 7-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 | $131,300 | $129,942+1.0% | $104,294+25.9% | $134,475-2.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -23.84% | 42.03%-65.9pp | 24.61%-48.4pp | 417.96%-441.8pp |
| Employer contribution / active EE | $3,632 | $4,184-13.2% | $3,372+7.7% | $4,740-23.4% |
| Participant deferral / active EE | $11,184 | $5,588+100.2% | $4,625+141.8% | $6,400+74.8% |
| Admin fee / account holder | $17 | $9,323-99.8% | $7,339-99.8% | $11,426-99.9% |