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 | $141,517 | $99,032+42.9% | $80,019+76.9% | $135,375+4.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -11.61% | 15.39%-27.0pp | 11.22%-22.8pp | 519.73%-531.3pp |
| Employer contribution / active EE | $1,436 | $3,043-52.8% | $2,468-41.8% | $4,779-69.9% |
| Participant deferral / active EE | $6,481 | $4,282+51.4% | $3,686+75.8% | $5,609+15.6% |
| Admin fee / account holder | -$429 | $10,436-104.1% | $6,521-106.6% | $10,827-104.0% |