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 | $139,891 | $176,056-20.5% | $159,436-12.3% | $167,490-16.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -0.24% | 331.75%-332.0pp | 263.57%-263.8pp | 478.56%-478.8pp |
| Employer contribution / active EE | $10,580 | $5,297+99.7% | $4,829+119.1% | $4,837+118.7% |
| Participant deferral / active EE | $26,000 | $7,750+235.5% | $7,352+253.6% | $6,341+310.0% |
| Admin fee / account holder | $20 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |