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 4-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 | $73,468 | $69,518+5.7% | $59,878+22.7% | $135,375-45.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -11.72% | 7.94%-19.7pp | 3.46%-15.2pp | 519.73%-531.5pp |
| Employer contribution / active EE | $9,632 | $3,235+197.8% | $2,722+253.9% | $4,779+101.6% |
| Participant deferral / active EE | $4,606 | $4,206+9.5% | $3,402+35.4% | $5,609-17.9% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |