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 | $147,545 | $133,958+10.1% | $112,228+31.5% | $134,475+9.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -27.12% | 47.11%-74.2pp | 27.45%-54.6pp | 417.96%-445.1pp |
| Employer contribution / active EE | $11,446 | $4,038+183.5% | $3,635+214.9% | $4,740+141.5% |
| Participant deferral / active EE | $3,859 | $5,291-27.1% | $4,728-18.4% | $6,400-39.7% |
| Admin fee / account holder | $2 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |