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 | $181,352 | $179,726+0.9% | $156,263+16.1% | $142,382+27.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.37% | 77.86%-70.5pp | 59.47%-52.1pp | 217.08%-209.7pp |
| Employer contribution / active EE | $22,029 | $5,069+334.6% | $4,333+408.4% | $4,299+412.4% |
| Participant deferral / active EE | $19,393 | $6,956+178.8% | $6,158+214.9% | $6,507+198.0% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |