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 | $159,740 | $190,805-16.3% | $159,960-0.1% | $134,475+18.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -22.52% | 552.23%-574.8pp | 408.60%-431.1pp | 417.96%-440.5pp |
| Employer contribution / active EE | $9,562 | $4,995+91.4% | $4,226+126.3% | $4,740+101.7% |
| Participant deferral / active EE | $12,530 | $6,923+81.0% | $6,182+102.7% | $6,400+95.8% |
| Admin fee / account holder | $232 | $10,471-97.8% | $8,698-97.3% | $11,426-98.0% |