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 4-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 | $43,452 | $167,484-74.1% | $151,611-71.3% | $134,475-67.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.46% | 7.80%-30.3pp | 3.33%-25.8pp | 417.96%-440.4pp |
| Employer contribution / active EE | $20,226 | $6,829+196.2% | $6,166+228.0% | $4,740+326.7% |
| Participant deferral / active EE | $20,855 | $8,986+132.1% | $8,363+149.4% | $6,400+225.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |