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 | $25,121 | $99,640-74.8% | $86,436-70.9% | $134,475-81.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.16% | 6782.58%-6810.7pp | 4394.89%-4423.1pp | 417.96%-446.1pp |
| Employer contribution / active EE | $4,986 | $4,400+13.3% | $3,769+32.3% | $4,740+5.2% |
| Participant deferral / active EE | $14,337 | $7,246+97.9% | $6,952+106.2% | $6,400+124.0% |
| Admin fee / account holder | $26 | $8,371-99.7% | $6,731-99.6% | $11,426-99.8% |