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 | $36,079 | $138,065-73.9% | $123,544-70.8% | $135,375-73.3% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -10.60% | 153.68%-164.3pp | 119.20%-129.8pp | 519.73%-530.3pp |
| Employer contribution / active EE | $4,259 | $5,151-17.3% | $4,628-8.0% | $4,779-10.9% |
| Participant deferral / active EE | $10,472 | $6,799+54.0% | $6,426+63.0% | $5,609+86.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |