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 | $154,676 | $93,024+66.3% | $77,024+100.8% | $134,475+15.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -29.19% | 62.60%-91.8pp | 42.32%-71.5pp | 417.96%-447.2pp |
| Employer contribution / active EE | $3,167 | $3,418-7.4% | $2,812+12.6% | $4,740-33.2% |
| Participant deferral / active EE | $3,795 | $5,238-27.5% | $4,426-14.3% | $6,400-40.7% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |