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 | $181,735 | $78,694+130.9% | $67,652+168.6% | $125,391+44.9% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | -8.21% | 9.46%-17.7pp | 6625.04%-6633.3pp | 282.22%-290.4pp |
| Employer contribution / active EE | $3,202 | $3,044+5.2% | $2,266+41.3% | $4,866-34.2% |
| Participant deferral / active EE | $13,297 | $4,292+209.8% | $3,560+273.5% | $5,352+148.5% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |