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 | $171,839 | $127,777+34.5% | $106,548+61.3% | $167,490+2.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | -10.36% | 33.87%-44.2pp | 26.80%-37.2pp | 478.56%-488.9pp |
| Employer contribution / active EE | $1,001 | $3,427-70.8% | $2,819-64.5% | $4,837-79.3% |
| Participant deferral / active EE | $0 | $5,087-100.0% | $4,398-100.0% | $6,341-100.0% |
| Admin fee / account holder | $224 | $11,228-98.0% | $7,407-97.0% | $12,309-98.2% |