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 | $205,446 | $127,386+61.3% | $115,037+78.6% | $125,391+63.8% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -17.18% | 31.28%-48.5pp | 26.14%-43.3pp | 282.22%-299.4pp |
| Employer contribution / active EE | $4,442 | $5,166-14.0% | $4,608-3.6% | $4,866-8.7% |
| Participant deferral / active EE | $6,045 | $6,423-5.9% | $6,026+0.3% | $5,352+13.0% |
| Admin fee / account holder | $10 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |