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 | $129,498 | $82,664+56.7% | $125,339+3.3% | $68,494+89.1% |
| Participation rate | 83.8% | 75.0%+8.7pp | 82.4%+1.4pp | 67.9%+15.9pp |
| Annual return | -19.45% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,983 | $3,381-41.3% | $4,814-58.8% | $2,596-23.6% |
| Participant deferral / active EE | $6,912 | $6,110+13.1% | $7,446-7.2% | $4,027+71.6% |
| Admin fee / account holder | $139 | $6,275-97.8% | $10,010-98.6% | $5,403-97.4% |