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 | $192,731 | $154,365+24.9% | $130,231+48.0% | $139,434+38.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | -0.60% | 30.34%-30.9pp | 38.77%-39.4pp | 372.94%-373.5pp |
| Employer contribution / active EE | $2,700 | $5,170-47.8% | $4,126-34.6% | $4,751-43.2% |
| Participant deferral / active EE | $3,375 | $8,498-60.3% | $6,799-50.4% | $6,710-49.7% |
| Admin fee / account holder | $0 | $9,214-100.0% | $6,020-100.0% | $11,403-100.0% |