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 6-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 | $75,057 | $81,625-8.0% | $58,482+28.3% | $139,434-46.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | -13.69% | 7404.20%-7417.9pp | 4239.32%-4253.0pp | 372.94%-386.6pp |
| Employer contribution / active EE | $1,050 | $1,398-24.9% | $1,053-0.3% | $4,751-77.9% |
| Participant deferral / active EE | $1,506 | $2,557-41.1% | $1,924-21.7% | $6,710-77.6% |
| Admin fee / account holder | $93 | $3,265-97.2% | $2,516-96.3% | $11,403-99.2% |