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 | $31,136 | $142,344-78.1% | $119,609-74.0% | $134,475-76.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -23.00% | -12.44%-10.6pp | -14.97%-8.0pp | 417.96%-441.0pp |
| Employer contribution / active EE | $5,101 | $5,222-2.3% | $4,232+20.5% | $4,740+7.6% |
| Participant deferral / active EE | $10,605 | $6,469+63.9% | $5,602+89.3% | $6,400+65.7% |
| Admin fee / account holder | $280 | $13,584-97.9% | $10,323-97.3% | $11,426-97.6% |