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 | $136,099 | $140,588-3.2% | $123,104+10.6% | $125,391+8.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.52% | 16.80%-21.3pp | 13.22%-17.7pp | 282.22%-286.7pp |
| Employer contribution / active EE | $6,428 | $6,041+6.4% | $5,151+24.8% | $4,866+32.1% |
| Participant deferral / active EE | $5,861 | $6,980-16.0% | $6,230-5.9% | $5,352+9.5% |
| Admin fee / account holder | $185 | $11,198-98.4% | $9,015-98.0% | $9,540-98.1% |