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 | $112,686 | $138,044-18.4% | $125,339-10.1% | $134,475-16.2% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -21.23% | 750.33%-771.6pp | 572.05%-593.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $25,301 | $5,243+382.5% | $4,814+425.6% | $4,740+433.8% |
| Participant deferral / active EE | $15,883 | $7,799+103.7% | $7,446+113.3% | $6,400+148.2% |
| Admin fee / account holder | $294 | $11,571-97.5% | $10,010-97.1% | $11,426-97.4% |