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 | $69,756 | $72,404-3.7% | $110,238-36.7% | $64,186+8.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.93% | -6.29%-1.6pp | 314.74%-322.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $4,496 | $2,282+97.0% | $3,826+17.5% | $2,381+88.8% |
| Participant deferral / active EE | $1,635 | $3,469-52.9% | $4,672-65.0% | $3,470-52.9% |
| Admin fee / account holder | $173 | $5,664-97.0% | $8,547-98.0% | $4,888-96.5% |