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 | $212,592 | $100,773+111.0% | $88,946+139.0% | $142,382+49.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -0.17% | 70.18%-70.4pp | 57.82%-58.0pp | 217.08%-217.2pp |
| Employer contribution / active EE | $1,847 | $2,918-36.7% | $2,555-27.7% | $4,299-57.0% |
| Participant deferral / active EE | $9,040 | $5,230+72.8% | $4,581+97.3% | $6,507+38.9% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |