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 | $173,848 | $131,829+31.9% | $108,579+60.1% | $273,961-36.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -5.14% | -91.57%+86.4pp | -51.70%+46.6pp | 41.45%-46.6pp |
| Employer contribution / active EE | $3,920 | $4,912-20.2% | $3,758+4.3% | $4,869-19.5% |
| Participant deferral / active EE | $16,700 | $5,127+225.7% | $4,311+287.4% | $5,287+215.9% |
| Admin fee / account holder | $129 | $10,252-98.7% | $7,645-98.3% | $10,132-98.7% |