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 | $60,295 | $190,805-68.4% | $159,960-62.3% | $134,475-55.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.21% | 552.23%-573.4pp | 408.60%-429.8pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,766 | $4,995-64.6% | $4,226-58.2% | $4,740-62.7% |
| Participant deferral / active EE | $1,504 | $6,923-78.3% | $6,182-75.7% | $6,400-76.5% |
| Admin fee / account holder | $241 | $10,471-97.7% | $8,698-97.2% | $11,426-97.9% |