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 | $63,460 | $133,958-52.6% | $112,228-43.5% | $134,475-52.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.02% | 47.11%-69.1pp | 27.45%-49.5pp | 417.96%-440.0pp |
| Employer contribution / active EE | $8,571 | $4,038+112.3% | $3,635+135.8% | $4,740+80.8% |
| Participant deferral / active EE | $2,038 | $5,291-61.5% | $4,728-56.9% | $6,400-68.2% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |