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 | $241,883 | $99,640+142.8% | $86,436+179.8% | $134,475+79.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.40% | 6782.58%-6804.0pp | 4394.89%-4416.3pp | 417.96%-439.4pp |
| Employer contribution / active EE | $4,358 | $4,400-1.0% | $3,769+15.6% | $4,740-8.1% |
| Participant deferral / active EE | $7,355 | $7,246+1.5% | $6,952+5.8% | $6,400+14.9% |
| Admin fee / account holder | $283 | $8,371-96.6% | $6,731-95.8% | $11,426-97.5% |