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 | $10,462 | $114,047-90.8% | $96,139-89.1% | $167,490-93.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | -1.99% | 189.88%-191.9pp | 191.94%-193.9pp | 478.56%-480.5pp |
| Employer contribution / active EE | $5,363 | $3,427+56.5% | $2,797+91.8% | $4,837+10.9% |
| Participant deferral / active EE | $3,946 | $5,194-24.0% | $4,349-9.3% | $6,341-37.8% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |