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 | $62,604 | $209,411-70.1% | $178,490-64.9% | $158,922-60.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -3.46% | 188.75%-192.2pp | 151.07%-154.5pp | 302.83%-306.3pp |
| Employer contribution / active EE | $11,877 | $5,706+108.1% | $5,011+137.0% | $4,761+149.5% |
| Participant deferral / active EE | $9,808 | $5,954+64.7% | $5,202+88.5% | $5,982+63.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |