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 | $115,462 | $140,588-17.9% | $123,104-6.2% | $125,391-7.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -19.31% | 16.80%-36.1pp | 13.22%-32.5pp | 282.22%-301.5pp |
| Employer contribution / active EE | $15,000 | $6,041+148.3% | $5,151+191.2% | $4,866+208.3% |
| Participant deferral / active EE | $15,000 | $6,980+114.9% | $6,230+140.8% | $5,352+180.3% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |