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 | $20,531 | $99,032-79.3% | $80,019-74.3% | $135,375-84.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -9.51% | 15.39%-24.9pp | 11.22%-20.7pp | 519.73%-529.2pp |
| Employer contribution / active EE | $1,951 | $3,043-35.9% | $2,468-21.0% | $4,779-59.2% |
| Participant deferral / active EE | $12,476 | $4,282+191.4% | $3,686+238.5% | $5,609+122.4% |
| Admin fee / account holder | $142 | $10,436-98.6% | $6,521-97.8% | $10,827-98.7% |