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 7-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 | $67,118 | $167,307-59.9% | $143,757-53.3% | $134,475-50.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -58.15% | 0.46%-58.6pp | -0.04%-58.1pp | 417.96%-476.1pp |
| Employer contribution / active EE | $4,150 | $5,619-26.1% | $4,951-16.2% | $4,740-12.4% |
| Participant deferral / active EE | $4,135 | $6,446-35.8% | $5,637-26.6% | $6,400-35.4% |
| Admin fee / account holder | $40 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |