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 | $10,650 | $73,867-85.6% | $143,757-92.6% | $68,494-84.5% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -21.77% | 1.01%-22.8pp | -0.04%-21.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $2,037 | $3,184-36.0% | $4,951-58.9% | $2,596-21.5% |
| Participant deferral / active EE | $5,183 | $3,384+53.1% | $5,637-8.1% | $4,027+28.7% |
| Admin fee / account holder | $135 | $5,755-97.7% | $14,673-99.1% | $5,403-97.5% |