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 | $184,928 | $167,307+10.5% | $143,757+28.6% | $134,475+37.5% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -20.99% | 0.46%-21.4pp | -0.04%-20.9pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,615 | $5,619-53.5% | $4,951-47.2% | $4,740-44.8% |
| Participant deferral / active EE | $8,596 | $6,446+33.4% | $5,637+52.5% | $6,400+34.3% |
| Admin fee / account holder | $247 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |