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 | $49,276 | $97,044-49.2% | $83,333-40.9% | $135,375-63.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.19% | 12.31%-23.5pp | 10.63%-21.8pp | 519.73%-530.9pp |
| Employer contribution / active EE | $2,705 | $4,143-34.7% | $3,379-19.9% | $4,779-43.4% |
| Participant deferral / active EE | $13,430 | $5,964+125.2% | $5,565+141.3% | $5,609+139.4% |
| Admin fee / account holder | $100 | $8,380-98.8% | $7,510-98.7% | $10,827-99.1% |