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 | $246,999 | $175,202+41.0% | $149,673+65.0% | $139,434+77.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -13.03% | 166.71%-179.7pp | 134.42%-147.4pp | 372.94%-386.0pp |
| Employer contribution / active EE | $7,344 | $5,474+34.2% | $4,818+52.4% | $4,751+54.6% |
| Participant deferral / active EE | $6,581 | $6,519+0.9% | $5,680+15.9% | $6,710-1.9% |
| Admin fee / account holder | $26 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |