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 7-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 | $207,355 | $152,509+36.0% | $117,472+76.5% | $134,475+54.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -43.46% | 52.99%-96.4pp | 29.74%-73.2pp | 417.96%-461.4pp |
| Employer contribution / active EE | $7,643 | $5,571+37.2% | $4,176+83.0% | $4,740+61.3% |
| Participant deferral / active EE | $14,733 | $4,818+205.8% | $4,070+262.0% | $6,400+130.2% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |