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 4-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 | $137,800 | $201,272-31.5% | $184,203-25.2% | $145,922-5.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -1.17% | 29.00%-30.2pp | 28.81%-30.0pp | 561.29%-562.5pp |
| Employer contribution / active EE | $20,700 | $7,022+194.8% | $6,427+222.1% | $4,660+344.2% |
| Participant deferral / active EE | $26,750 | $9,806+172.8% | $9,131+192.9% | $6,688+300.0% |
| Admin fee / account holder | $2 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |