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 | $182,468 | $74,888+143.7% | $71,209+156.2% | $142,382+28.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.32% | 345.14%-333.8pp | 282.51%-271.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $7,518 | $2,854+163.4% | $2,721+176.3% | $4,299+74.9% |
| Participant deferral / active EE | $10,647 | $4,454+139.0% | $4,175+155.0% | $6,507+63.6% |
| Admin fee / account holder | $28 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |