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 6-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 | $104,875 | $118,849-11.8% | $96,562+8.6% | $167,490-37.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | -1.42% | 50.49%-51.9pp | 37.78%-39.2pp | 478.56%-480.0pp |
| Employer contribution / active EE | $6,371 | $3,120+104.2% | $2,356+170.3% | $4,837+31.7% |
| Participant deferral / active EE | $5,200 | $4,616+12.7% | $3,849+35.1% | $6,341-18.0% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |