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 8-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 | $147,789 | $105,860+39.6% | $90,749+62.9% | $134,475+9.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -23.01% | -11.01%-12.0pp | -12.16%-10.8pp | 417.96%-441.0pp |
| Employer contribution / active EE | $25,100 | $3,462+625.0% | $2,921+759.3% | $4,740+429.6% |
| Participant deferral / active EE | $10,850 | $5,216+108.0% | $4,564+137.7% | $6,400+69.5% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |