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 | $216,150 | $154,117+40.3% | $129,995+66.3% | $139,434+55.0% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.5%+6.5pp | 80.3%+4.7pp |
| Annual return | -6.44% | 32.48%-38.9pp | -137.18%+130.7pp | 372.94%-379.4pp |
| Employer contribution / active EE | $6,183 | $5,289+16.9% | $4,320+43.1% | $4,751+30.1% |
| Participant deferral / active EE | $11,711 | $6,710+74.5% | $5,820+101.2% | $6,710+74.5% |
| Admin fee / account holder | $231 | $14,007-98.4% | $10,614-97.8% | $11,403-98.0% |