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 | $147,890 | $105,860+39.7% | $90,749+63.0% | $134,475+10.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.49% | -11.01%-9.5pp | -12.16%-8.3pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,073 | $3,462-11.2% | $2,921+5.2% | $4,740-35.2% |
| Participant deferral / active EE | $9,796 | $5,216+87.8% | $4,564+114.6% | $6,400+53.1% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |