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 10-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 | $9,574 | $90,320-89.4% | $59,496-83.9% | $125,391-92.4% |
| Participation rate | 78.9% | 68.3%+10.7pp | 54.6%+24.4pp | 83.2%-4.2pp |
| Annual return | -5.26% | 369.13%-374.4pp | 182.05%-187.3pp | 282.22%-287.5pp |
| Employer contribution / active EE | $376 | $1,792-79.0% | $1,153-67.4% | $4,866-92.3% |
| Participant deferral / active EE | $1,621 | $2,716-40.3% | $1,829-11.4% | $5,352-69.7% |
| Admin fee / account holder | $17 | $3,063-99.5% | $2,232-99.2% | $9,540-99.8% |