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 | $164,617 | $157,256+4.7% | $141,162+16.6% | $152,861+7.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.02% | 64.32%-54.3pp | 71.39%-61.4pp | 345.32%-335.3pp |
| Employer contribution / active EE | $2,979 | $5,261-43.4% | $4,735-37.1% | $4,762-37.5% |
| Participant deferral / active EE | $5,926 | $7,109-16.7% | $6,709-11.7% | $5,850+1.3% |
| Admin fee / account holder | $18 | $12,120-99.9% | $10,261-99.8% | $11,596-99.8% |