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 9-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 | $19,503 | $95,971-79.7% | $74,550-73.8% | $135,375-85.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.97% | 56.96%-67.9pp | 32.53%-43.5pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,383 | $2,716-49.1% | $1,961-29.5% | $4,779-71.1% |
| Participant deferral / active EE | $5,336 | $3,843+38.8% | $3,108+71.7% | $5,609-4.9% |
| Admin fee / account holder | $17 | $6,522-99.7% | $5,060-99.7% | $10,827-99.8% |