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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,722 | $74,888-49.6% | $71,209-47.0% | $142,382-73.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | -13.67% | 345.14%-358.8pp | 282.51%-296.2pp | 217.08%-230.7pp |
| Employer contribution / active EE | $500 | $2,854-82.5% | $2,721-81.6% | $4,299-88.4% |
| Participant deferral / active EE | $150 | $4,454-96.6% | $4,175-96.4% | $6,507-97.7% |
| Admin fee / account holder | $100 | $5,568-98.2% | $5,349-98.1% | $12,624-99.2% |