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 | $97,926 | $180,449-45.7% | $154,107-36.5% | $135,375-27.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -9.12% | 888.09%-897.2pp | 735.12%-744.2pp | 519.73%-528.9pp |
| Employer contribution / active EE | $3,040 | $6,035-49.6% | $5,298-42.6% | $4,779-36.4% |
| Participant deferral / active EE | $5,175 | $5,806-10.9% | $5,081+1.9% | $5,609-7.7% |
| Admin fee / account holder | $219 | $16,143-98.6% | $13,411-98.4% | $10,827-98.0% |