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 | $160,342 | $127,386+25.9% | $115,037+39.4% | $125,391+27.9% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -3.81% | 31.28%-35.1pp | 26.14%-29.9pp | 282.22%-286.0pp |
| Employer contribution / active EE | $3,640 | $5,166-29.5% | $4,608-21.0% | $4,866-25.2% |
| Participant deferral / active EE | $12,080 | $6,423+88.1% | $6,026+100.5% | $5,352+125.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |