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 | $185,540 | $144,119+28.7% | $117,854+57.4% | $147,584+25.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 5.50% | 531.15%-525.6pp | 335.08%-329.6pp | 578.55%-573.1pp |
| Employer contribution / active EE | $8,070 | $4,896+64.8% | $3,786+113.2% | $4,876+65.5% |
| Participant deferral / active EE | $2,776 | $5,316-47.8% | $4,482-38.1% | $5,439-49.0% |
| Admin fee / account holder | $271 | $10,886-97.5% | $8,020-96.6% | $10,885-97.5% |