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 7-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 | $177,388 | $167,484+5.9% | $151,611+17.0% | $134,475+31.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.75% | 7.80%-29.6pp | 3.33%-25.1pp | 417.96%-439.7pp |
| Employer contribution / active EE | $6,473 | $6,829-5.2% | $6,166+5.0% | $4,740+36.6% |
| Participant deferral / active EE | $13,682 | $8,986+52.3% | $8,363+63.6% | $6,400+113.8% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |