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 6-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 | $10,133 | $95,862-89.4% | $79,550-87.3% | $134,475-92.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.62% | -2.69%-17.9pp | 0.16%-20.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $740 | $3,128-76.4% | $2,413-69.3% | $4,740-84.4% |
| Participant deferral / active EE | $5,027 | $4,693+7.1% | $3,985+26.1% | $6,400-21.4% |
| Admin fee / account holder | $11 | $9,126-99.9% | $6,832-99.8% | $11,426-99.9% |