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 | $39,052 | $135,635-71.2% | $110,238-64.6% | $135,375-71.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.03% | 513.19%-524.2pp | 314.74%-325.8pp | 519.73%-530.8pp |
| Employer contribution / active EE | $15,551 | $4,906+217.0% | $3,826+306.4% | $4,779+225.4% |
| Participant deferral / active EE | $12,183 | $5,506+121.3% | $4,672+160.8% | $5,609+117.2% |
| Admin fee / account holder | $9 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |