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 | $129,953 | $209,832-38.1% | $189,513-31.4% | $167,490-22.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -4.85% | 748.27%-753.1pp | 555.15%-560.0pp | 478.56%-483.4pp |
| Employer contribution / active EE | $17,400 | $6,914+151.7% | $6,162+182.4% | $4,837+259.7% |
| Participant deferral / active EE | $26,000 | $8,935+191.0% | $8,221+216.3% | $6,341+310.0% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |