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 | $71,482 | $106,543-32.9% | $91,220-21.6% | $134,475-46.8% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | -26.91% | 160.60%-187.5pp | 114.01%-140.9pp | 417.96%-444.9pp |
| Employer contribution / active EE | $7,181 | $3,331+115.6% | $2,850+152.0% | $4,740+51.5% |
| Participant deferral / active EE | $1,973 | $4,719-58.2% | $4,234-53.4% | $6,400-69.2% |
| Admin fee / account holder | $80 | $6,231-98.7% | $5,420-98.5% | $11,426-99.3% |