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 | $220,377 | $117,841+87.0% | $102,423+115.2% | $145,922+51.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.79% | 31.65%-26.9pp | 29.32%-24.5pp | 561.29%-556.5pp |
| Employer contribution / active EE | $1,660 | $3,615-54.1% | $3,023-45.1% | $4,660-64.4% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $142 | $13,326-98.9% | $9,451-98.5% | $13,397-98.9% |