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 | $199,449 | $172,478+15.6% | $145,661+36.9% | $142,382+40.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | -6.28% | 151.09%-157.4pp | 101.46%-107.7pp | 217.08%-223.4pp |
| Employer contribution / active EE | $3,120 | $4,899-36.3% | $4,238-26.4% | $4,299-27.4% |
| Participant deferral / active EE | $3,900 | $8,348-53.3% | $7,198-45.8% | $6,507-40.1% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |