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 | $168,146 | $140,588+19.6% | $123,104+36.6% | $125,391+34.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -14.41% | 16.80%-31.2pp | 13.22%-27.6pp | 282.22%-296.6pp |
| Employer contribution / active EE | $19,226 | $6,041+218.2% | $5,151+273.2% | $4,866+295.1% |
| Participant deferral / active EE | $7,139 | $6,980+2.3% | $6,230+14.6% | $5,352+33.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |