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 | $49,013 | $180,449-72.8% | $154,107-68.2% | $135,375-63.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -10.49% | 888.09%-898.6pp | 735.12%-745.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $2,722 | $6,035-54.9% | $5,298-48.6% | $4,779-43.1% |
| Participant deferral / active EE | $3,979 | $5,806-31.5% | $5,081-21.7% | $5,609-29.1% |
| Admin fee / account holder | $148 | $16,143-99.1% | $13,411-98.9% | $10,827-98.6% |