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 5-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 | $134,421 | $100,754+33.4% | $86,677+55.1% | $134,4750% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -33.23% | 29.04%-62.3pp | 35.91%-69.1pp | 417.96%-451.2pp |
| Employer contribution / active EE | $3,212 | $3,489-8.0% | $2,836+13.2% | $4,740-32.2% |
| Participant deferral / active EE | $6,473 | $5,338+21.3% | $4,656+39.0% | $6,400+1.2% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |