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 | $100,729 | $165,335-39.1% | $149,696-32.7% | $158,922-36.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | -0.81% | 348.15%-349.0pp | 276.60%-277.4pp | 302.83%-303.6pp |
| Employer contribution / active EE | $1,891 | $5,103-63.0% | $4,644-59.3% | $4,761-60.3% |
| Participant deferral / active EE | $5,833 | $7,181-18.8% | $6,842-14.7% | $5,982-2.5% |
| Admin fee / account holder | $94 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |