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 | $127,265 | $100,773+26.3% | $88,946+43.1% | $142,382-10.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -21.98% | 70.18%-92.2pp | 57.82%-79.8pp | 217.08%-239.1pp |
| Employer contribution / active EE | $9,409 | $2,918+222.5% | $2,555+268.3% | $4,299+118.9% |
| Participant deferral / active EE | $7,107 | $5,230+35.9% | $4,581+55.1% | $6,507+9.2% |
| Admin fee / account holder | $250 | $9,693-97.4% | $8,261-97.0% | $12,624-98.0% |