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 | $26,099 | $84,402-69.1% | $61,373-57.5% | $134,475-80.6% |
| Participation rate | 90.9% | 62.2%+28.7pp | 52.6%+38.3pp | 81.2%+9.7pp |
| Annual return | -25.30% | 584.55%-609.9pp | 338.61%-363.9pp | 417.96%-443.3pp |
| Employer contribution / active EE | $10,582 | $1,544+585.1% | $1,159+812.7% | $4,740+123.3% |
| Participant deferral / active EE | $8,112 | $2,819+187.8% | $2,125+281.8% | $6,400+26.8% |
| Admin fee / account holder | $170 | $2,585-93.4% | $2,130-92.0% | $11,426-98.5% |