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 7-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 | $133,185 | $180,449-26.2% | $154,107-13.6% | $135,375-1.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.18% | 888.09%-901.3pp | 735.12%-748.3pp | 519.73%-532.9pp |
| Employer contribution / active EE | $20,440 | $6,035+238.7% | $5,298+285.8% | $4,779+327.7% |
| Participant deferral / active EE | $8,855 | $5,806+52.5% | $5,081+74.3% | $5,609+57.9% |
| Admin fee / account holder | $26 | $16,143-99.8% | $13,411-99.8% | $10,827-99.8% |