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 | $66,402 | $97,757-32.1% | $83,848-20.8% | $135,375-50.9% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -15.14% | 1287.37%-1302.5pp | 850.88%-866.0pp | 519.73%-534.9pp |
| Employer contribution / active EE | $2,569 | $4,222-39.2% | $3,631-29.3% | $4,779-46.2% |
| Participant deferral / active EE | $13,330 | $4,682+184.7% | $4,082+226.6% | $5,609+137.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |