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 8-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 | $133,524 | $142,344-6.2% | $119,609+11.6% | $134,475-0.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.74% | -12.44%-10.3pp | -14.97%-7.8pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,388 | $5,222-73.4% | $4,232-67.2% | $4,740-70.7% |
| Participant deferral / active EE | $26,313 | $6,469+306.7% | $5,602+369.7% | $6,400+311.1% |
| Admin fee / account holder | $39 | $13,584-99.7% | $10,323-99.6% | $11,426-99.7% |