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 | $91,906 | $159,901-42.5% | $146,958-37.5% | $145,922-37.0% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | -14.59% | 98.13%-112.7pp | 418.34%-432.9pp | 561.29%-575.9pp |
| Employer contribution / active EE | $2,039 | $5,286-61.4% | $4,933-58.7% | $4,660-56.2% |
| Participant deferral / active EE | $2,736 | $8,428-67.5% | $8,070-66.1% | $6,688-59.1% |
| Admin fee / account holder | $135 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |