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 5-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 | $12,834 | $92,703-86.2% | $82,719-84.5% | $134,475-90.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -26.40% | 944.92%-971.3pp | 701.18%-727.6pp | 417.96%-444.4pp |
| Employer contribution / active EE | $4,478 | $3,274+36.8% | $3,009+48.8% | $4,740-5.5% |
| Participant deferral / active EE | $6,765 | $4,802+40.9% | $4,395+53.9% | $6,400+5.7% |
| Admin fee / account holder | $15 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |