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 | $48,163 | $138,044-65.1% | $125,339-61.6% | $134,475-64.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.40% | 750.33%-772.7pp | 572.05%-594.5pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,200 | $5,243-77.1% | $4,814-75.1% | $4,740-74.7% |
| Participant deferral / active EE | $31,875 | $7,799+308.7% | $7,446+328.1% | $6,400+398.1% |
| Admin fee / account holder | $60 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |