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 | $11,228 | $104,106-89.2% | $71,086-84.2% | $135,375-91.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -13.39% | 1256.30%-1269.7pp | 650.59%-664.0pp | 519.73%-533.1pp |
| Employer contribution / active EE | $2,617 | $1,485+76.2% | $1,088+140.6% | $4,779-45.2% |
| Participant deferral / active EE | $4,162 | $2,527+64.7% | $1,874+122.0% | $5,609-25.8% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |