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 5-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 | $45,876 | $138,044-66.8% | $125,339-63.4% | $134,475-65.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.96% | 750.33%-771.3pp | 572.05%-593.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $10,179 | $5,243+94.1% | $4,814+111.5% | $4,740+114.8% |
| Participant deferral / active EE | $23,170 | $7,799+197.1% | $7,446+211.2% | $6,400+262.0% |
| Admin fee / account holder | $126 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |