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 10-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 | $18,420 | $85,790-78.5% | $67,313-72.6% | $135,375-86.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.99% | -0.54%-11.5pp | -4.08%-7.9pp | 519.73%-531.7pp |
| Employer contribution / active EE | $4,036 | $3,487+15.7% | $2,566+57.3% | $4,779-15.5% |
| Participant deferral / active EE | $4,050 | $4,651-12.9% | $3,568+13.5% | $5,609-27.8% |
| Admin fee / account holder | $211 | $6,392-96.7% | $4,507-95.3% | $10,827-98.0% |