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 | $110,047 | $115,770-4.9% | $101,248+8.7% | $158,922-30.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.58% | 56.14%-51.6pp | 46.47%-41.9pp | 302.83%-298.2pp |
| Employer contribution / active EE | $8,326 | $4,175+99.5% | $3,660+127.5% | $4,761+74.9% |
| Participant deferral / active EE | $11,665 | $4,957+135.3% | $4,370+166.9% | $5,982+95.0% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |