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 7-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 | $145,084 | $167,484-13.4% | $151,611-4.3% | $134,475+7.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.88% | 7.80%-33.7pp | 3.33%-29.2pp | 417.96%-443.8pp |
| Employer contribution / active EE | $3,332 | $6,829-51.2% | $6,166-46.0% | $4,740-29.7% |
| Participant deferral / active EE | $13,833 | $8,986+53.9% | $8,363+65.4% | $6,400+116.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |