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 | $85,263 | $210,648-59.5% | $177,989-52.1% | $145,922-41.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -0.97% | 385.86%-386.8pp | 294.48%-295.5pp | 561.29%-562.3pp |
| Employer contribution / active EE | $1,935 | $4,565-57.6% | $3,949-51.0% | $4,660-58.5% |
| Participant deferral / active EE | $17,250 | $6,958+147.9% | $6,276+174.9% | $6,688+157.9% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |