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 | $168,380 | $138,065+22.0% | $123,544+36.3% | $135,375+24.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -19.41% | 153.68%-173.1pp | 119.20%-138.6pp | 519.73%-539.1pp |
| Employer contribution / active EE | $5,113 | $5,151-0.8% | $4,628+10.5% | $4,779+7.0% |
| Participant deferral / active EE | $16,333 | $6,799+140.2% | $6,426+154.2% | $5,609+191.2% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |