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 | $12,197 | $91,911-86.7% | $68,793-82.3% | $135,375-91.0% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -11.79% | -8.22%-3.6pp | -4.63%-7.2pp | 519.73%-531.5pp |
| Employer contribution / active EE | $1,467 | $3,924-62.6% | $2,625-44.1% | $4,779-69.3% |
| Participant deferral / active EE | $1,200 | $4,315-72.2% | $3,311-63.8% | $5,609-78.6% |
| Admin fee / account holder | $162 | $9,240-98.2% | $5,131-96.8% | $10,827-98.5% |