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 | $132,429 | $181,894-27.2% | $156,549-15.4% | $273,961-51.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.15% | 30.74%-30.9pp | 32.23%-32.4pp | 41.45%-41.6pp |
| Employer contribution / active EE | $17,384 | $6,248+178.2% | $5,501+216.0% | $4,869+257.1% |
| Participant deferral / active EE | $9,000 | $5,550+62.2% | $4,871+84.8% | $5,287+70.2% |
| Admin fee / account holder | $157 | $15,559-99.0% | $13,027-98.8% | $10,132-98.4% |