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 | $62,028 | $92,703-33.1% | $82,719-25.0% | $134,475-53.9% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -28.68% | 944.92%-973.6pp | 701.18%-729.9pp | 417.96%-446.6pp |
| Employer contribution / active EE | $1,165 | $3,274-64.4% | $3,009-61.3% | $4,740-75.4% |
| Participant deferral / active EE | $2,513 | $4,802-47.7% | $4,395-42.8% | $6,400-60.7% |
| Admin fee / account holder | $98 | $5,983-98.4% | $5,329-98.2% | $11,426-99.1% |