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 | $38,140 | $115,770-67.1% | $101,248-62.3% | $158,922-76.0% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | -3.83% | 56.14%-60.0pp | 46.47%-50.3pp | 302.83%-306.7pp |
| Employer contribution / active EE | $2,577 | $4,175-38.3% | $3,660-29.6% | $4,761-45.9% |
| Participant deferral / active EE | $5,590 | $4,957+12.8% | $4,370+27.9% | $5,982-6.6% |
| Admin fee / account holder | $165 | $7,245-97.7% | $5,945-97.2% | $11,246-98.5% |