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 7-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 | $67,958 | $138,044-50.8% | $125,339-45.8% | $134,475-49.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.13% | 750.33%-775.5pp | 572.05%-597.2pp | 417.96%-443.1pp |
| Employer contribution / active EE | $1,269 | $5,243-75.8% | $4,814-73.6% | $4,740-73.2% |
| Participant deferral / active EE | $16,896 | $7,799+116.6% | $7,446+126.9% | $6,400+164.0% |
| Admin fee / account holder | $40 | $11,571-99.7% | $10,010-99.6% | $11,426-99.6% |