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 | $183,772 | $159,901+14.9% | $146,958+25.1% | $145,922+25.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.02% | 98.13%-93.1pp | 418.34%-413.3pp | 561.29%-556.3pp |
| Employer contribution / active EE | $7,343 | $5,286+38.9% | $4,933+48.9% | $4,660+57.6% |
| Participant deferral / active EE | $10,132 | $8,428+20.2% | $8,070+25.5% | $6,688+51.5% |
| Admin fee / account holder | $226 | $15,044-98.5% | $12,998-98.3% | $13,397-98.3% |