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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,213 | $92,703-89.0% | $82,719-87.7% | $134,475-92.4% |
| Participation rate | 91.3% | 75.2%+16.1pp | 72.6%+18.8pp | 81.2%+10.1pp |
| Annual return | -31.07% | 944.92%-976.0pp | 701.18%-732.2pp | 417.96%-449.0pp |
| Employer contribution / active EE | $2,080 | $3,274-36.5% | $3,009-30.9% | $4,740-56.1% |
| Participant deferral / active EE | $7,254 | $4,802+51.1% | $4,395+65.0% | $6,400+13.3% |
| Admin fee / account holder | $71 | $5,983-98.8% | $5,329-98.7% | $11,426-99.4% |