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 | $119,586 | $93,346+28.1% | $71,796+66.6% | $273,961-56.3% |
| Participation rate | 82.4% | 76.5%+5.8pp | 69.1%+13.2pp | 83.0%-0.7pp |
| Annual return | -2.03% | 130.39%-132.4pp | 78.04%-80.1pp | 41.45%-43.5pp |
| Employer contribution / active EE | $2,845 | $2,733+4.1% | $1,924+47.8% | $4,869-41.6% |
| Participant deferral / active EE | $6,438 | $3,475+85.3% | $2,794+130.4% | $5,287+21.8% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |