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 10-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 | $24,476 | $127,386-80.8% | $115,037-78.7% | $125,391-80.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -15.43% | 31.28%-46.7pp | 26.14%-41.6pp | 282.22%-297.6pp |
| Employer contribution / active EE | $8,115 | $5,166+57.1% | $4,608+76.1% | $4,866+66.8% |
| Participant deferral / active EE | $12,000 | $6,423+86.8% | $6,026+99.1% | $5,352+124.2% |
| Admin fee / account holder | $216 | $9,516-97.7% | $8,175-97.4% | $9,540-97.7% |