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 5-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 | $161,739 | $100,754+60.5% | $86,677+86.6% | $134,475+20.3% |
| Participation rate | 82.4% | 78.9%+3.4pp | 76.6%+5.8pp | 81.2%+1.1pp |
| Annual return | -27.09% | 29.04%-56.1pp | 35.91%-63.0pp | 417.96%-445.1pp |
| Employer contribution / active EE | $2,633 | $3,489-24.6% | $2,836-7.2% | $4,740-44.5% |
| Participant deferral / active EE | $5,040 | $5,338-5.6% | $4,656+8.3% | $6,400-21.2% |
| Admin fee / account holder | $232 | $10,926-97.9% | $7,493-96.9% | $11,426-98.0% |