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 8-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 | $103,701 | $99,640+4.1% | $86,436+20.0% | $134,475-22.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -21.06% | 6782.58%-6803.6pp | 4394.89%-4416.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $4,908 | $4,400+11.5% | $3,769+30.2% | $4,740+3.6% |
| Participant deferral / active EE | $13,888 | $7,246+91.7% | $6,952+99.8% | $6,400+117.0% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |