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 | $163,555 | $138,044+18.5% | $125,339+30.5% | $134,475+21.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -28.02% | 750.33%-778.3pp | 572.05%-600.1pp | 417.96%-446.0pp |
| Employer contribution / active EE | $6,648 | $5,243+26.8% | $4,814+38.1% | $4,740+40.3% |
| Participant deferral / active EE | $14,378 | $7,799+84.4% | $7,446+93.1% | $6,400+124.7% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |