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 | $124,152 | $167,484-25.9% | $151,611-18.1% | $134,475-7.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -36.02% | 7.80%-43.8pp | 3.33%-39.4pp | 417.96%-454.0pp |
| Employer contribution / active EE | $23,727 | $6,829+247.4% | $6,166+284.8% | $4,740+400.6% |
| Participant deferral / active EE | $22,664 | $8,986+152.2% | $8,363+171.0% | $6,400+254.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |