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 | $228,148 | $103,949+119.5% | $69,182+229.8% | $273,961-16.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | -8.01% | 35.28%-43.3pp | -21.93%+13.9pp | 41.45%-49.5pp |
| Employer contribution / active EE | $200 | $1,783-88.8% | $1,206-83.4% | $4,869-95.9% |
| Participant deferral / active EE | $200 | $2,716-92.6% | $1,897-89.5% | $5,287-96.2% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |