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 | $124,946 | $150,187-16.8% | $120,354+3.8% | $145,922-14.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 5.78% | 154.07%-148.3pp | 107.15%-101.4pp | 561.29%-555.5pp |
| Employer contribution / active EE | $2,768 | $4,348-36.3% | $3,463-20.1% | $4,660-40.6% |
| Participant deferral / active EE | $3,137 | $6,173-49.2% | $4,991-37.1% | $6,688-53.1% |
| Admin fee / account holder | $89 | $12,207-99.3% | $9,423-99.1% | $13,397-99.3% |