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 8-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 | $16,147 | $97,757-83.5% | $83,848-80.7% | $135,375-88.1% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -22.95% | 1287.37%-1310.3pp | 850.88%-873.8pp | 519.73%-542.7pp |
| Employer contribution / active EE | $3,224 | $4,222-23.6% | $3,631-11.2% | $4,779-32.5% |
| Participant deferral / active EE | $6,367 | $4,682+36.0% | $4,082+56.0% | $5,609+13.5% |
| Admin fee / account holder | $295 | $6,674-95.6% | $5,478-94.6% | $10,827-97.3% |