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 | $247,753 | $180,449+37.3% | $154,107+60.8% | $135,375+83.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -18.11% | 888.09%-906.2pp | 735.12%-753.2pp | 519.73%-537.8pp |
| Employer contribution / active EE | $1,630 | $6,035-73.0% | $5,298-69.2% | $4,779-65.9% |
| Participant deferral / active EE | $5,355 | $5,806-7.8% | $5,081+5.4% | $5,609-4.5% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |