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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,402 | $138,044-88.1% | $125,339-86.9% | $134,475-87.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.87% | 750.33%-771.2pp | 572.05%-592.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,658 | $5,243-68.4% | $4,814-65.6% | $4,740-65.0% |
| Participant deferral / active EE | $2,476 | $7,799-68.3% | $7,446-66.8% | $6,400-61.3% |
| Admin fee / account holder | $136 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |