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 | $74,028 | $159,602-53.6% | $150,045-50.7% | $142,382-48.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -5.22% | 70.24%-75.5pp | 62.55%-67.8pp | 217.08%-222.3pp |
| Employer contribution / active EE | $6,001 | $4,961+21.0% | $4,693+27.9% | $4,299+39.6% |
| Participant deferral / active EE | $0 | $8,310-100.0% | $7,997-100.0% | $6,507-100.0% |
| Admin fee / account holder | $93 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |