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 | $218,778 | $117,983+85.4% | $101,794+114.9% | $142,382+53.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 0.00% | 36.92%-36.9pp | 30.53%-30.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $18,160 | $2,773+555.0% | $2,289+693.4% | $4,299+322.4% |
| Participant deferral / active EE | $3,056 | $4,714-35.2% | $4,084-25.2% | $6,507-53.0% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |