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 9-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 | $21,247 | $97,757-78.3% | $83,848-74.7% | $135,375-84.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -17.44% | 1287.37%-1304.8pp | 850.88%-868.3pp | 519.73%-537.2pp |
| Employer contribution / active EE | $4,807 | $4,222+13.9% | $3,631+32.4% | $4,779+0.6% |
| Participant deferral / active EE | $6,616 | $4,682+41.3% | $4,082+62.1% | $5,609+18.0% |
| Admin fee / account holder | $110 | $6,674-98.3% | $5,478-98.0% | $10,827-99.0% |