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 | $15,277 | $45,152-66.2% | $73,843-79.3% | $59,632-74.4% |
| Participation rate | 75.6% | 64.0%+11.6pp | 73.4%+2.2pp | 68.7%+6.9pp |
| Annual return | -8.51% | 27.40%-35.9pp | 2267.84%-2276.4pp | 2041.28%-2049.8pp |
| Employer contribution / active EE | $2,820 | $1,902+48.3% | $2,787+1.2% | $2,203+28.0% |
| Participant deferral / active EE | $6,272 | $2,574+143.7% | $3,583+75.0% | $3,192+96.5% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |