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 | $18,714 | $129,942-85.6% | $104,294-82.1% | $134,475-86.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -28.21% | 42.03%-70.2pp | 24.61%-52.8pp | 417.96%-446.2pp |
| Employer contribution / active EE | $2,277 | $4,184-45.6% | $3,372-32.5% | $4,740-52.0% |
| Participant deferral / active EE | $10,008 | $5,588+79.1% | $4,625+116.4% | $6,400+56.4% |
| Admin fee / account holder | $101 | $9,323-98.9% | $7,339-98.6% | $11,426-99.1% |