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 | $51,779 | $127,386-59.4% | $115,037-55.0% | $125,391-58.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.18% | 31.28%-37.5pp | 26.14%-32.3pp | 282.22%-288.4pp |
| Employer contribution / active EE | $3,123 | $5,166-39.6% | $4,608-32.2% | $4,866-35.8% |
| Participant deferral / active EE | $9,652 | $6,423+50.3% | $6,026+60.2% | $5,352+80.4% |
| Admin fee / account holder | $212 | $9,516-97.8% | $8,175-97.4% | $9,540-97.8% |