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 9-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 | $219,159 | $209,411+4.7% | $178,490+22.8% | $158,922+37.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -9.97% | 188.75%-198.7pp | 151.07%-161.0pp | 302.83%-312.8pp |
| Employer contribution / active EE | $21,503 | $5,706+276.8% | $5,011+329.2% | $4,761+351.6% |
| Participant deferral / active EE | $13,080 | $5,954+119.7% | $5,202+151.5% | $5,982+118.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |