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 | $133,758 | $127,100+5.2% | $105,738+26.5% | $135,375-1.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.81% | 4.49%-13.3pp | 6.27%-15.1pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,626 | $4,107-36.0% | $3,268-19.6% | $4,779-45.0% |
| Participant deferral / active EE | $7,990 | $5,064+57.8% | $4,080+95.8% | $5,609+42.5% |
| Admin fee / account holder | $22 | $9,087-99.8% | $6,913-99.7% | $10,827-99.8% |