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 | $166,330 | $75,935+119.0% | $60,547+174.7% | $125,391+32.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -3.96% | -5.38%+1.4pp | 335.64%-339.6pp | 282.22%-286.2pp |
| Employer contribution / active EE | $15,900 | $3,438+362.5% | $2,419+557.2% | $4,866+226.8% |
| Participant deferral / active EE | $21,000 | $4,506+366.0% | $3,328+531.1% | $5,352+292.4% |
| Admin fee / account holder | $274 | $6,768-96.0% | $4,536-94.0% | $9,540-97.1% |