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 | $117,221 | $138,044-15.1% | $125,339-6.5% | $134,475-12.8% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -22.31% | 750.33%-772.6pp | 572.05%-594.4pp | 417.96%-440.3pp |
| Employer contribution / active EE | $7,905 | $5,243+50.8% | $4,814+64.2% | $4,740+66.8% |
| Participant deferral / active EE | $9,216 | $7,799+18.2% | $7,446+23.8% | $6,400+44.0% |
| Admin fee / account holder | $225 | $11,571-98.1% | $10,010-97.8% | $11,426-98.0% |