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 4-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 | $7,178 | $76,738-90.6% | $56,411-87.3% | $145,922-95.1% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | -84.62% | 2994.23%-3078.8pp | 1701.33%-1786.0pp | 561.29%-645.9pp |
| Employer contribution / active EE | $1,562 | $1,380+13.2% | $1,039+50.4% | $4,660-66.5% |
| Participant deferral / active EE | $4,703 | $2,623+79.3% | $1,952+140.9% | $6,688-29.7% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |