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 5-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 | $34,923 | $133,958-73.9% | $112,228-68.9% | $134,475-74.0% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -22.40% | 47.11%-69.5pp | 27.45%-49.8pp | 417.96%-440.4pp |
| Employer contribution / active EE | $3,442 | $4,038-14.8% | $3,635-5.3% | $4,740-27.4% |
| Participant deferral / active EE | $13,629 | $5,291+157.6% | $4,728+188.3% | $6,400+113.0% |
| Admin fee / account holder | $126 | $7,489-98.3% | $6,410-98.0% | $11,426-98.9% |