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 | $111,618 | $167,484-33.4% | $151,611-26.4% | $134,475-17.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.69% | 7.80%-37.5pp | 3.33%-33.0pp | 417.96%-447.7pp |
| Employer contribution / active EE | $18,287 | $6,829+167.8% | $6,166+196.6% | $4,740+285.8% |
| Participant deferral / active EE | $18,342 | $8,986+104.1% | $8,363+119.3% | $6,400+186.6% |
| Admin fee / account holder | $6 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |