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 | $32,361 | $65,344-50.5% | $73,307-55.9% | - |
| Participation rate | 0.0% | 64.3%-64.3pp | 74.9%-74.9pp | - |
| Annual return | -3.76% | 1.10%-4.9pp | 5.67%-9.4pp | - |
| Employer contribution / active EE | $0 | $1,124-100.0% | $3,237-100.0% | - |
| Participant deferral / active EE | $0 | $3,573-100.0% | $4,991-100.0% | - |
| Admin fee / account holder | $0 | $988-100.0% | $5,637-100.0% | - |