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 6-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 | $10,210 | $92,703-89.0% | $82,719-87.7% | $134,475-92.4% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | -24.49% | 944.92%-969.4pp | 701.18%-725.7pp | 417.96%-442.5pp |
| Employer contribution / active EE | $2,512 | $3,274-23.3% | $3,009-16.5% | $4,740-47.0% |
| Participant deferral / active EE | $2,248 | $4,802-53.2% | $4,395-48.9% | $6,400-64.9% |
| Admin fee / account holder | $184 | $5,983-96.9% | $5,329-96.6% | $11,426-98.4% |