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 | $31,441 | $97,757-67.8% | $83,848-62.5% | $135,375-76.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.32% | 1287.37%-1299.7pp | 850.88%-863.2pp | 519.73%-532.1pp |
| Employer contribution / active EE | $1,376 | $4,222-67.4% | $3,631-62.1% | $4,779-71.2% |
| Participant deferral / active EE | $8,614 | $4,682+84.0% | $4,082+111.1% | $5,609+53.6% |
| Admin fee / account holder | $21 | $6,674-99.7% | $5,478-99.6% | $10,827-99.8% |