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 8-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 | $25,929 | $102,966-74.8% | $90,281-71.3% | $152,861-83.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -11.82% | 95.16%-107.0pp | 78.10%-89.9pp | 345.32%-357.1pp |
| Employer contribution / active EE | $5,581 | $3,139+77.8% | $2,854+95.5% | $4,762+17.2% |
| Participant deferral / active EE | $12,886 | $4,281+201.0% | $3,885+231.6% | $5,850+120.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |