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 | $140,914 | $103,376+36.3% | $87,100+61.8% | $152,861-7.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 4.63% | 28.10%-23.5pp | 28.19%-23.6pp | 345.32%-340.7pp |
| Employer contribution / active EE | $1,487 | $3,220-53.8% | $2,521-41.0% | $4,762-68.8% |
| Participant deferral / active EE | $7,169 | $4,778+50.1% | $4,049+77.1% | $5,850+22.5% |
| Admin fee / account holder | $7 | $12,205-99.9% | $7,497-99.9% | $11,596-99.9% |