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 | $176,980 | $167,307+5.8% | $143,757+23.1% | $134,475+31.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -24.77% | 0.46%-25.2pp | -0.04%-24.7pp | 417.96%-442.7pp |
| Employer contribution / active EE | $1,342 | $5,619-76.1% | $4,951-72.9% | $4,740-71.7% |
| Participant deferral / active EE | $5,003 | $6,446-22.4% | $5,637-11.2% | $6,400-21.8% |
| Admin fee / account holder | $208 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |