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 9-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 | $212,542 | $82,664+157.1% | $125,339+69.6% | $68,494+210.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.10% | -5.97%-15.1pp | 572.05%-593.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $4,424 | $3,381+30.8% | $4,814-8.1% | $2,596+70.4% |
| Participant deferral / active EE | $6,930 | $6,110+13.4% | $7,446-6.9% | $4,027+72.1% |
| Admin fee / account holder | $46 | $6,275-99.3% | $10,010-99.5% | $5,403-99.2% |