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 | $143,977 | $167,484-14.0% | $151,611-5.0% | $134,475+7.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.15% | 7.80%-28.9pp | 3.33%-24.5pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,330 | $6,829-65.9% | $6,166-62.2% | $4,740-50.8% |
| Participant deferral / active EE | $3,506 | $8,986-61.0% | $8,363-58.1% | $6,400-45.2% |
| Admin fee / account holder | $18 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |