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 | $29,649 | $138,065-78.5% | $123,544-76.0% | $135,375-78.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -15.81% | 153.68%-169.5pp | 119.20%-135.0pp | 519.73%-535.5pp |
| Employer contribution / active EE | $7,107 | $5,151+38.0% | $4,628+53.6% | $4,779+48.7% |
| Participant deferral / active EE | $6,492 | $6,799-4.5% | $6,426+1.0% | $5,609+15.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |