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 | $159,363 | $183,519-13.2% | $155,509+2.5% | $145,922+9.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -24.11% | 61.17%-85.3pp | 64.67%-88.8pp | 561.29%-585.4pp |
| Employer contribution / active EE | $2,143 | $5,313-59.7% | $4,672-54.1% | $4,660-54.0% |
| Participant deferral / active EE | $5,197 | $6,462-19.6% | $5,626-7.6% | $6,688-22.3% |
| Admin fee / account holder | $164 | $19,313-99.1% | $15,912-99.0% | $13,397-98.8% |