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 | $54,729 | $101,283-46.0% | $75,826-27.8% | $135,375-59.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -11.90% | 3384.62%-3396.5pp | 1914.15%-1926.1pp | 519.73%-531.6pp |
| Employer contribution / active EE | $19,533 | $2,382+720.0% | $1,913+920.9% | $4,779+308.7% |
| Participant deferral / active EE | $12,692 | $3,469+265.9% | $2,862+343.4% | $5,609+126.3% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,827-100.0% |