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 | $63,559 | $148,534-57.2% | $135,903-53.2% | $139,434-54.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -4.59% | 79.19%-83.8pp | 68.23%-72.8pp | 372.94%-377.5pp |
| Employer contribution / active EE | $3,177 | $5,243-39.4% | $4,856-34.6% | $4,751-33.1% |
| Participant deferral / active EE | $7,711 | $8,100-4.8% | $7,758-0.6% | $6,710+14.9% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |