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 | $171,810 | $92,703+85.3% | $82,719+107.7% | $134,475+27.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -21.31% | 944.92%-966.2pp | 701.18%-722.5pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,505 | $3,274-23.5% | $3,009-16.7% | $4,740-47.1% |
| Participant deferral / active EE | $7,312 | $4,802+52.3% | $4,395+66.4% | $6,400+14.3% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |