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 | $222,451 | $127,100+75.0% | $105,738+110.4% | $135,375+64.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -9.85% | 4.49%-14.3pp | 6.27%-16.1pp | 519.73%-529.6pp |
| Employer contribution / active EE | $6,232 | $4,107+51.8% | $3,268+90.7% | $4,779+30.4% |
| Participant deferral / active EE | $7,000 | $5,064+38.2% | $4,080+71.6% | $5,609+24.8% |
| Admin fee / account holder | $76 | $9,087-99.2% | $6,913-98.9% | $10,827-99.3% |