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 | $31,878 | $97,044-67.2% | $83,333-61.7% | $135,375-76.5% |
| Participation rate | 94.1% | 80.4%+13.7pp | 77.8%+16.4pp | 82.6%+11.5pp |
| Annual return | -10.56% | 12.31%-22.9pp | 10.63%-21.2pp | 519.73%-530.3pp |
| Employer contribution / active EE | $11,745 | $4,143+183.5% | $3,379+247.6% | $4,779+145.8% |
| Participant deferral / active EE | $8,518 | $5,964+42.8% | $5,565+53.1% | $5,609+51.9% |
| Admin fee / account holder | $236 | $8,380-97.2% | $7,510-96.9% | $10,827-97.8% |