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 10-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 | $215,494 | $217,402-0.9% | $185,823+16.0% | $167,490+28.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -5.16% | 148.36%-153.5pp | 122.05%-127.2pp | 478.56%-483.7pp |
| Employer contribution / active EE | $4,070 | $5,873-30.7% | $5,167-21.2% | $4,837-15.9% |
| Participant deferral / active EE | $18,200 | $6,356+186.3% | $5,568+226.9% | $6,341+187.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |