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 | $46,841 | $168,632-72.2% | $147,614-68.3% | $125,391-62.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.22% | 77.65%-81.9pp | 61.98%-66.2pp | 282.22%-286.4pp |
| Employer contribution / active EE | $3,046 | $6,252-51.3% | $5,564-45.3% | $4,866-37.4% |
| Participant deferral / active EE | $4,611 | $5,507-16.3% | $4,895-5.8% | $5,352-13.8% |
| Admin fee / account holder | $241 | $13,580-98.2% | $11,611-97.9% | $9,540-97.5% |