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 8-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 | $176,542 | $133,958+31.8% | $112,228+57.3% | $134,475+31.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.66% | 47.11%-68.8pp | 27.45%-49.1pp | 417.96%-439.6pp |
| Employer contribution / active EE | $27,766 | $4,038+587.6% | $3,635+663.9% | $4,740+485.8% |
| Participant deferral / active EE | $15,520 | $5,291+193.3% | $4,728+228.3% | $6,400+142.5% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |