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 | $161,305 | $110,887+45.5% | - | $145,922+10.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | - | 80.3%+19.7pp |
| Annual return | -4.52% | 17.59%-22.1pp | - | 561.29%-565.8pp |
| Employer contribution / active EE | $0 | $5,672-100.0% | - | $4,660-100.0% |
| Participant deferral / active EE | $0 | $5,582-100.0% | - | $6,688-100.0% |
| Admin fee / account holder | $0 | $6,317-100.0% | - | $13,397-100.0% |