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 | $18,997 | $93,024-79.6% | $77,024-75.3% | $134,475-85.9% |
| Participation rate | 76.5% | 74.5%+2.0pp | 67.9%+8.6pp | 81.2%-4.8pp |
| Annual return | -22.24% | 62.60%-84.8pp | 42.32%-64.6pp | 417.96%-440.2pp |
| Employer contribution / active EE | $3,504 | $3,418+2.5% | $2,812+24.6% | $4,740-26.1% |
| Participant deferral / active EE | $7,926 | $5,238+51.3% | $4,426+79.1% | $6,400+23.9% |
| Admin fee / account holder | $105 | $6,944-98.5% | $5,425-98.1% | $11,426-99.1% |