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 9-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 | $44,275 | $87,540-49.4% | $75,781-41.6% | $125,391-64.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -6.55% | 13.48%-20.0pp | 9.68%-16.2pp | 282.22%-288.8pp |
| Employer contribution / active EE | $2,854 | $3,930-27.4% | $3,323-14.1% | $4,866-41.3% |
| Participant deferral / active EE | $2,854 | $4,229-32.5% | $3,651-21.8% | $5,352-46.7% |
| Admin fee / account holder | -$49 | $6,502-100.8% | $5,299-100.9% | $9,540-100.5% |