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 | $111,691 | $167,484-33.3% | $151,611-26.3% | $134,475-16.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.02% | 7.80%-33.8pp | 3.33%-29.3pp | 417.96%-444.0pp |
| Employer contribution / active EE | $9,340 | $6,829+36.8% | $6,166+51.5% | $4,740+97.1% |
| Participant deferral / active EE | $5,382 | $8,986-40.1% | $8,363-35.7% | $6,400-15.9% |
| Admin fee / account holder | $232 | $13,783-98.3% | $11,616-98.0% | $11,426-98.0% |