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 | $9,174 | $92,703-90.1% | $82,719-88.9% | $134,475-93.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.60% | 944.92%-966.5pp | 701.18%-722.8pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,285 | $3,274-60.8% | $3,009-57.3% | $4,740-72.9% |
| Participant deferral / active EE | $1,780 | $4,802-62.9% | $4,395-59.5% | $6,400-72.2% |
| Admin fee / account holder | $90 | $5,983-98.5% | $5,329-98.3% | $11,426-99.2% |