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 | $32,889 | $138,065-76.2% | $123,544-73.4% | $135,375-75.7% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -10.20% | 153.68%-163.9pp | 119.20%-129.4pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,959 | $5,151-62.0% | $4,628-57.7% | $4,779-59.0% |
| Participant deferral / active EE | $8,895 | $6,799+30.8% | $6,426+38.4% | $5,609+58.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |