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 | $150,163 | $190,805-21.3% | $159,960-6.1% | $134,475+11.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.04% | 552.23%-573.3pp | 408.60%-429.6pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,323 | $4,995-53.5% | $4,226-45.0% | $4,740-51.0% |
| Participant deferral / active EE | $16,774 | $6,923+142.3% | $6,182+171.3% | $6,400+162.1% |
| Admin fee / account holder | $3 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |