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 | $103,082 | $100,754+2.3% | $86,677+18.9% | $134,475-23.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -23.63% | 29.04%-52.7pp | 35.91%-59.5pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,935 | $3,489-44.6% | $2,836-31.8% | $4,740-59.2% |
| Participant deferral / active EE | $3,709 | $5,338-30.5% | $4,656-20.3% | $6,400-42.0% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |