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 8-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 | $89,466 | $183,963-51.4% | $162,163-44.8% | $152,861-41.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -40.94% | 150.76%-191.7pp | 115.59%-156.5pp | 345.32%-386.3pp |
| Employer contribution / active EE | $37,000 | $6,371+480.8% | $5,614+559.1% | $4,762+676.9% |
| Participant deferral / active EE | $19,000 | $8,034+136.5% | $7,298+160.3% | $5,850+224.8% |
| Admin fee / account holder | $154 | $13,121-98.8% | $10,843-98.6% | $11,596-98.7% |