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 | $42,767 | $176,662-75.8% | $130,648-67.3% | $152,861-72.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | -16.59% | 2692.24%-2708.8pp | 1708.96%-1725.5pp | 345.32%-361.9pp |
| Employer contribution / active EE | $513 | $5,742-91.1% | $4,092-87.5% | $4,762-89.2% |
| Participant deferral / active EE | $1,071 | $4,361-75.4% | $3,603-70.3% | $5,850-81.7% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |