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 | $59,681 | $60,124-0.7% | $90,404-34.0% | $79,858-25.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 3.96% | 71.94%-68.0pp | 1293.02%-1289.1pp | 31.71%-27.7pp |
| Employer contribution / active EE | $11,392 | $2,068+450.9% | $3,262+249.2% | $2,471+361.1% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $226 | $3,976-94.3% | $5,611-96.0% | $5,306-95.7% |