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 | $219,985 | $167,484+31.3% | $151,611+45.1% | $134,475+63.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.20% | 7.80%-31.0pp | 3.33%-26.5pp | 417.96%-441.2pp |
| Employer contribution / active EE | $5,915 | $6,829-13.4% | $6,166-4.1% | $4,740+24.8% |
| Participant deferral / active EE | $16,667 | $8,986+85.5% | $8,363+99.3% | $6,400+160.4% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |