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 | $213,402 | $153,772+38.8% | $133,980+59.3% | $273,961-22.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -0.54% | 36.51%-37.1pp | 29.30%-29.8pp | 41.45%-42.0pp |
| Employer contribution / active EE | $12,413 | $6,029+105.9% | $5,211+138.2% | $4,869+155.0% |
| Participant deferral / active EE | $4,108 | $6,958-41.0% | $6,282-34.6% | $5,287-22.3% |
| Admin fee / account holder | $6 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |