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 | $74,890 | $95,971-22.0% | $74,550+0.5% | $135,375-44.7% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -9.20% | 56.96%-66.2pp | 32.53%-41.7pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,720 | $2,716-36.7% | $1,961-12.3% | $4,779-64.0% |
| Participant deferral / active EE | $10,750 | $3,843+179.7% | $3,108+245.9% | $5,609+91.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |