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 | $98,577 | $167,484-41.1% | $151,611-35.0% | $134,475-26.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.05% | 7.80%-32.9pp | 3.33%-28.4pp | 417.96%-443.0pp |
| Employer contribution / active EE | $22,859 | $6,829+234.7% | $6,166+270.7% | $4,740+382.3% |
| Participant deferral / active EE | $19,013 | $8,986+111.6% | $8,363+127.3% | $6,400+197.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |