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 | $15,547 | $87,705-82.3% | $63,517-75.5% | $125,391-87.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -4.43% | 21.70%-26.1pp | -70.30%+65.9pp | 282.22%-286.7pp |
| Employer contribution / active EE | $4,624 | $3,601+28.4% | $2,322+99.1% | $4,866-5.0% |
| Participant deferral / active EE | $7,316 | $3,939+85.7% | $2,953+147.7% | $5,352+36.7% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |