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 | $155,641 | $214,378-27.4% | $200,582-22.4% | $142,382+9.3% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | -14.53% | 46.41%-60.9pp | 42.33%-56.9pp | 217.08%-231.6pp |
| Employer contribution / active EE | $4,092 | $6,841-40.2% | $6,419-36.3% | $4,299-4.8% |
| Participant deferral / active EE | $11,268 | $9,865+14.2% | $9,331+20.8% | $6,507+73.2% |
| Admin fee / account holder | $262 | $17,692-98.5% | $16,305-98.4% | $12,624-97.9% |