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 | $230,176 | $107,452+114.2% | $91,541+151.4% | $142,382+61.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | -11.76% | 22.06%-33.8pp | 20.50%-32.3pp | 217.08%-228.8pp |
| Employer contribution / active EE | $3,653 | $2,994+22.0% | $2,505+45.9% | $4,299-15.0% |
| Participant deferral / active EE | $17,230 | $4,754+262.4% | $4,008+329.9% | $6,507+164.8% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |