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 | $19,278 | $90,600-78.7% | $79,464-75.7% | $135,375-85.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -22.23% | 977.43%-999.7pp | 718.14%-740.4pp | 519.73%-542.0pp |
| Employer contribution / active EE | $8,061 | $3,068+162.8% | $2,800+187.8% | $4,779+68.7% |
| Participant deferral / active EE | $8,061 | $4,050+99.0% | $3,704+117.6% | $5,609+43.7% |
| Admin fee / account holder | $93 | $5,907-98.4% | $5,113-98.2% | $10,827-99.1% |