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 | $106,699 | $93,024+14.7% | $77,024+38.5% | $134,475-20.7% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -22.46% | 62.60%-85.1pp | 42.32%-64.8pp | 417.96%-440.4pp |
| Employer contribution / active EE | $2,031 | $3,418-40.6% | $2,812-27.8% | $4,740-57.1% |
| Participant deferral / active EE | $3,910 | $5,238-25.3% | $4,426-11.7% | $6,400-38.9% |
| Admin fee / account holder | $12 | $6,944-99.8% | $5,425-99.8% | $11,426-99.9% |