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 7-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 | $168,422 | $176,377-4.5% | $134,143+25.6% | $158,922+6.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -31.17% | 63.63%-94.8pp | 36.33%-67.5pp | 302.83%-334.0pp |
| Employer contribution / active EE | $3,825 | $5,040-24.1% | $3,704+3.3% | $4,761-19.7% |
| Participant deferral / active EE | $0 | $4,091-100.0% | $3,499-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |