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 8-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 | $208,419 | $162,781+28.0% | $133,956+55.6% | $158,922+31.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -6.30% | 41.94%-48.2pp | 45.09%-51.4pp | 302.83%-309.1pp |
| Employer contribution / active EE | $19,000 | $4,975+281.9% | $3,919+384.9% | $4,761+299.1% |
| Participant deferral / active EE | $5,541 | $5,911-6.3% | $5,048+9.8% | $5,982-7.4% |
| Admin fee / account holder | $2 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |