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 | $177,137 | $133,922+32.3% | $116,228+52.4% | $142,382+24.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | -12.96% | 147.76%-160.7pp | 90.06%-103.0pp | 217.08%-230.0pp |
| Employer contribution / active EE | $2,080 | $3,446-39.6% | $2,994-30.5% | $4,299-51.6% |
| Participant deferral / active EE | $2,356 | $5,672-58.5% | $4,953-52.4% | $6,507-63.8% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |