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 | $15,971 | $138,044-88.4% | $125,339-87.3% | $134,475-88.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -21.84% | 750.33%-772.2pp | 572.05%-593.9pp | 417.96%-439.8pp |
| Employer contribution / active EE | $2,228 | $5,243-57.5% | $4,814-53.7% | $4,740-53.0% |
| Participant deferral / active EE | $2,916 | $7,799-62.6% | $7,446-60.8% | $6,400-54.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |