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 | $63,154 | $142,344-55.6% | $119,609-47.2% | $134,475-53.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.08% | -12.44%-7.6pp | -14.97%-5.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,153 | $5,222-58.8% | $4,232-49.1% | $4,740-54.6% |
| Participant deferral / active EE | $4,330 | $6,469-33.1% | $5,602-22.7% | $6,400-32.3% |
| Admin fee / account holder | $128 | $13,584-99.1% | $10,323-98.8% | $11,426-98.9% |