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 | $187,972 | $90,320+108.1% | $59,496+215.9% | $125,391+49.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -5.51% | 369.13%-374.6pp | 182.05%-187.6pp | 282.22%-287.7pp |
| Employer contribution / active EE | $22,703 | $1,792+1167.2% | $1,153+1869.2% | $4,866+366.6% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $284 | $3,063-90.7% | $2,232-87.3% | $9,540-97.0% |