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 | $132,487 | $177,572-25.4% | $154,803-14.4% | $142,382-6.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -0.17% | 65.07%-65.2pp | 58.88%-59.1pp | 217.08%-217.2pp |
| Employer contribution / active EE | $6,985 | $4,810+45.2% | $4,305+62.2% | $4,299+62.5% |
| Participant deferral / active EE | $7,722 | $6,272+23.1% | $5,540+39.4% | $6,507+18.7% |
| Admin fee / account holder | $43 | $16,786-99.7% | $14,329-99.7% | $12,624-99.7% |