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 6-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 | $36,685 | $100,852-63.6% | $90,404-59.4% | $158,922-76.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -17.39% | 1724.20%-1741.6pp | 1293.02%-1310.4pp | 302.83%-320.2pp |
| Employer contribution / active EE | $8,179 | $3,689+121.8% | $3,262+150.7% | $4,761+71.8% |
| Participant deferral / active EE | $3,358 | $4,348-22.8% | $3,963-15.3% | $5,982-43.9% |
| Admin fee / account holder | $148 | $6,501-97.7% | $5,611-97.4% | $11,246-98.7% |