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 | $148,397 | $165,335-10.2% | $149,696-0.9% | $158,922-6.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -17.75% | 348.15%-365.9pp | 276.60%-294.4pp | 302.83%-320.6pp |
| Employer contribution / active EE | $2,348 | $5,103-54.0% | $4,644-49.4% | $4,761-50.7% |
| Participant deferral / active EE | $4,025 | $7,181-44.0% | $6,842-41.2% | $5,982-32.7% |
| Admin fee / account holder | $172 | $10,807-98.4% | $9,309-98.2% | $11,246-98.5% |