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 | $172,736 | $167,307+3.2% | $143,757+20.2% | $134,475+28.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.43% | 0.46%-28.9pp | -0.04%-28.4pp | 417.96%-446.4pp |
| Employer contribution / active EE | $3,318 | $5,619-41.0% | $4,951-33.0% | $4,740-30.0% |
| Participant deferral / active EE | $8,547 | $6,446+32.6% | $5,637+51.6% | $6,400+33.5% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |