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 9-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 | $40,815 | $160,055-74.5% | $140,016-70.8% | $135,375-69.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -79.75% | 911.38%-991.1pp | 651.12%-730.9pp | 519.73%-599.5pp |
| Employer contribution / active EE | $29,541 | $6,420+360.1% | $5,606+427.0% | $4,779+518.2% |
| Participant deferral / active EE | $9,927 | $7,642+29.9% | $6,927+43.3% | $5,609+77.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |