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 | $66,376 | $171,865-61.4% | $149,718-55.7% | $147,584-55.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.66% | 2113.22%-2108.6pp | 1501.63%-1497.0pp | 578.55%-573.9pp |
| Employer contribution / active EE | $6,096 | $6,275-2.9% | $5,445+11.9% | $4,876+25.0% |
| Participant deferral / active EE | $15,000 | $7,271+106.3% | $6,569+128.3% | $5,439+175.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |