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 | $29,982 | $150,440-80.1% | $136,294-78.0% | $147,584-79.7% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | -30.15% | 1049.08%-1079.2pp | 5155.94%-5186.1pp | 578.55%-608.7pp |
| Employer contribution / active EE | $9,077 | $5,256+72.7% | $4,695+93.3% | $4,876+86.2% |
| Participant deferral / active EE | $6,980 | $6,630+5.3% | $6,247+11.7% | $5,439+28.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |