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 3-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 | $39,337 | $102,604-61.7% | $86,188-54.4% | $139,434-71.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 1.32% | 1922.51%-1921.2pp | 1168.45%-1167.1pp | 372.94%-371.6pp |
| Employer contribution / active EE | $16,291 | $3,032+437.2% | $2,380+584.5% | $4,751+242.9% |
| Participant deferral / active EE | $6,000 | $4,676+28.3% | $3,985+50.6% | $6,710-10.6% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |