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 | $96,853 | $142,344-32.0% | $119,609-19.0% | $134,475-28.0% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -20.78% | -12.44%-8.3pp | -14.97%-5.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $2,729 | $5,222-47.7% | $4,232-35.5% | $4,740-42.4% |
| Participant deferral / active EE | $8,642 | $6,469+33.6% | $5,602+54.3% | $6,400+35.0% |
| Admin fee / account holder | $28 | $13,584-99.8% | $10,323-99.7% | $11,426-99.8% |