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 9-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 | $116,655 | $228,332-48.9% | $185,823-37.2% | $158,922-26.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -7.32% | 40.80%-48.1pp | 35.95%-43.3pp | 302.83%-310.1pp |
| Employer contribution / active EE | $16,069 | $4,967+223.5% | $4,087+293.1% | $4,761+237.5% |
| Participant deferral / active EE | $14,050 | $6,415+119.0% | $5,632+149.5% | $5,982+134.9% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |