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 8-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 | $20,621 | $107,334-80.8% | $92,893-77.8% | $152,861-86.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 0.61% | 145.58%-145.0pp | 109.41%-108.8pp | 345.32%-344.7pp |
| Employer contribution / active EE | $1,500 | $4,221-64.5% | $3,653-58.9% | $4,762-68.5% |
| Participant deferral / active EE | $9,500 | $4,845+96.1% | $4,236+124.3% | $5,850+62.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |