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 | $103,915 | $129,942-20.0% | $104,294-0.4% | $134,475-22.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -21.72% | 42.03%-63.7pp | 24.61%-46.3pp | 417.96%-439.7pp |
| Employer contribution / active EE | $18,615 | $4,184+344.9% | $3,372+452.1% | $4,740+292.7% |
| Participant deferral / active EE | $8,788 | $5,588+57.3% | $4,625+90.0% | $6,400+37.3% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |