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 | $232,219 | $162,781+42.7% | $133,956+73.4% | $158,922+46.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -1.04% | 41.94%-43.0pp | 45.09%-46.1pp | 302.83%-303.9pp |
| Employer contribution / active EE | $8,000 | $4,975+60.8% | $3,919+104.1% | $4,761+68.0% |
| Participant deferral / active EE | $8,416 | $5,911+42.4% | $5,048+66.7% | $5,982+40.7% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |