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 | $182,733 | $106,515+71.6% | $96,683+89.0% | $139,434+31.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -2.71% | 38.43%-41.1pp | 35.69%-38.4pp | 372.94%-375.6pp |
| Employer contribution / active EE | $10,187 | $4,103+148.3% | $3,737+172.6% | $4,751+114.4% |
| Participant deferral / active EE | $7,353 | $5,454+34.8% | $4,878+50.7% | $6,710+9.6% |
| Admin fee / account holder | $275 | $7,877-96.5% | $6,730-95.9% | $11,403-97.6% |