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 | $103,015 | $190,805-46.0% | $159,960-35.6% | $134,475-23.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.68% | 552.23%-573.9pp | 408.60%-430.3pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,009 | $4,995-59.8% | $4,226-52.5% | $4,740-57.6% |
| Participant deferral / active EE | $1,999 | $6,923-71.1% | $6,182-67.7% | $6,400-68.8% |
| Admin fee / account holder | $35 | $10,471-99.7% | $8,698-99.6% | $11,426-99.7% |