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 | $42,073 | $95,862-56.1% | $79,550-47.1% | $134,475-68.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -22.91% | -2.69%-20.2pp | 0.16%-23.1pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,718 | $3,128-45.1% | $2,413-28.8% | $4,740-63.7% |
| Participant deferral / active EE | $2,657 | $4,693-43.4% | $3,985-33.3% | $6,400-58.5% |
| Admin fee / account holder | $253 | $9,126-97.2% | $6,832-96.3% | $11,426-97.8% |