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 | $93,811 | $133,958-30.0% | $112,228-16.4% | $134,475-30.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.58% | 47.11%-67.7pp | 27.45%-48.0pp | 417.96%-438.5pp |
| Employer contribution / active EE | $7,815 | $4,038+93.5% | $3,635+115.0% | $4,740+64.9% |
| Participant deferral / active EE | $10,818 | $5,291+104.5% | $4,728+128.8% | $6,400+69.0% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |