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 7-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 | $85,066 | $167,307-49.2% | $143,757-40.8% | $134,475-36.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.98% | 0.46%-23.4pp | -0.04%-22.9pp | 417.96%-440.9pp |
| Employer contribution / active EE | $4,507 | $5,619-19.8% | $4,951-9.0% | $4,740-4.9% |
| Participant deferral / active EE | $6,865 | $6,446+6.5% | $5,637+21.8% | $6,400+7.3% |
| Admin fee / account holder | $196 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |