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 8-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 | $137,160 | $117,381+16.9% | $99,443+37.9% | $152,861-10.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | -12.12% | 31.87%-44.0pp | 30.72%-42.8pp | 345.32%-357.4pp |
| Employer contribution / active EE | $476 | $3,013-84.2% | $2,540-81.2% | $4,762-90.0% |
| Participant deferral / active EE | $727 | $4,086-82.2% | $3,619-79.9% | $5,850-87.6% |
| Admin fee / account holder | $5 | $7,631-99.9% | $6,250-99.9% | $11,596-100.0% |