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 | $157,585 | $138,044+14.2% | $125,339+25.7% | $134,475+17.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.16% | 750.33%-781.5pp | 572.05%-603.2pp | 417.96%-449.1pp |
| Employer contribution / active EE | $11,605 | $5,243+121.3% | $4,814+141.1% | $4,740+144.8% |
| Participant deferral / active EE | $15,864 | $7,799+103.4% | $7,446+113.0% | $6,400+147.9% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |