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 | $206,415 | $167,484+23.2% | $151,611+36.1% | $134,475+53.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -43.57% | 7.80%-51.4pp | 3.33%-46.9pp | 417.96%-461.5pp |
| Employer contribution / active EE | $16,844 | $6,829+146.6% | $6,166+173.2% | $4,740+255.4% |
| Participant deferral / active EE | $11,611 | $8,986+29.2% | $8,363+38.8% | $6,400+81.4% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |