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 | $179,563 | $167,307+7.3% | $143,757+24.9% | $134,475+33.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.65% | 0.46%-29.1pp | -0.04%-28.6pp | 417.96%-446.6pp |
| Employer contribution / active EE | $22,195 | $5,619+295.0% | $4,951+348.3% | $4,740+368.3% |
| Participant deferral / active EE | $19,238 | $6,446+198.5% | $5,637+241.3% | $6,400+200.6% |
| Admin fee / account holder | $1 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |