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 | $153,351 | $183,963-16.6% | $162,163-5.4% | $152,861+0.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -3.03% | 150.76%-153.8pp | 115.59%-118.6pp | 345.32%-348.3pp |
| Employer contribution / active EE | $19,134 | $6,371+200.3% | $5,614+240.8% | $4,762+301.8% |
| Participant deferral / active EE | $17,468 | $8,034+117.4% | $7,298+139.3% | $5,850+198.6% |
| Admin fee / account holder | $45 | $13,121-99.7% | $10,843-99.6% | $11,596-99.6% |