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 | $79,305 | $72,404+9.5% | $110,238-28.1% | $64,186+23.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -8.36% | -6.29%-2.1pp | 314.74%-323.1pp | 7.63%-16.0pp |
| Employer contribution / active EE | $12,941 | $2,282+467.2% | $3,826+238.2% | $2,381+443.5% |
| Participant deferral / active EE | $4,848 | $3,469+39.7% | $4,672+3.8% | $3,470+39.7% |
| Admin fee / account holder | $24 | $5,664-99.6% | $8,547-99.7% | $4,888-99.5% |