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 | $25,556 | $138,065-81.5% | $123,544-79.3% | $135,375-81.1% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -16.31% | 153.68%-170.0pp | 119.20%-135.5pp | 519.73%-536.0pp |
| Employer contribution / active EE | $2,223 | $5,151-56.8% | $4,628-52.0% | $4,779-53.5% |
| Participant deferral / active EE | $10,936 | $6,799+60.8% | $6,426+70.2% | $5,609+95.0% |
| Admin fee / account holder | $279 | $10,916-97.4% | $9,284-97.0% | $10,827-97.4% |