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 7-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 | $134,141 | $167,307-19.8% | $143,757-6.7% | $134,475-0.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.81% | 0.46%-21.3pp | -0.04%-20.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $5,950 | $5,619+5.9% | $4,951+20.2% | $4,740+25.5% |
| Participant deferral / active EE | $11,545 | $6,446+79.1% | $5,637+104.8% | $6,400+80.4% |
| Admin fee / account holder | $59 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |