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 | $175,921 | $114,381+53.8% | $107,525+63.6% | $142,382+23.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.32% | 242.71%-234.4pp | 181.32%-173.0pp | 217.08%-208.8pp |
| Employer contribution / active EE | $2,275 | $4,015-43.3% | $3,754-39.4% | $4,299-47.1% |
| Participant deferral / active EE | $7,398 | $5,564+33.0% | $5,116+44.6% | $6,507+13.7% |
| Admin fee / account holder | $171 | $9,860-98.3% | $8,919-98.1% | $12,624-98.6% |