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 | $17,067 | $99,020-82.8% | $86,590-80.3% | $147,584-88.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -54.39% | 1312.34%-1366.7pp | 964.84%-1019.2pp | 578.55%-632.9pp |
| Employer contribution / active EE | $1,312 | $3,132-58.1% | $2,839-53.8% | $4,876-73.1% |
| Participant deferral / active EE | $2,214 | $3,972-44.3% | $3,609-38.6% | $5,439-59.3% |
| Admin fee / account holder | $88 | $5,710-98.5% | $4,906-98.2% | $10,885-99.2% |