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 | $146,177 | $92,703+57.7% | $82,719+76.7% | $134,475+8.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.11% | 944.92%-972.0pp | 701.18%-728.3pp | 417.96%-445.1pp |
| Employer contribution / active EE | $3,813 | $3,274+16.5% | $3,009+26.7% | $4,740-19.6% |
| Participant deferral / active EE | $7,262 | $4,802+51.2% | $4,395+65.2% | $6,400+13.5% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |