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 4-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 | $36,768 | $152,509-75.9% | $117,472-68.7% | $134,475-72.7% |
| Participation rate | 88.2% | 77.1%+11.2pp | 70.6%+17.6pp | 81.2%+7.0pp |
| Annual return | -21.10% | 52.99%-74.1pp | 29.74%-50.8pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,554 | $5,571-54.2% | $4,176-38.8% | $4,740-46.1% |
| Participant deferral / active EE | $6,869 | $4,818+42.6% | $4,070+68.8% | $6,400+7.3% |
| Admin fee / account holder | $175 | $7,004-97.5% | $5,645-96.9% | $11,426-98.5% |