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 | $160,540 | $177,572-9.6% | $154,803+3.7% | $142,382+12.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 4.46% | 65.07%-60.6pp | 58.88%-54.4pp | 217.08%-212.6pp |
| Employer contribution / active EE | $6,492 | $4,810+35.0% | $4,305+50.8% | $4,299+51.0% |
| Participant deferral / active EE | $10,767 | $6,272+71.7% | $5,540+94.3% | $6,507+65.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |