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 6-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 | $27,239 | $133,958-79.7% | $112,228-75.7% | $134,475-79.7% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -22.15% | 47.11%-69.3pp | 27.45%-49.6pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,977 | $4,038-26.3% | $3,635-18.1% | $4,740-37.2% |
| Participant deferral / active EE | $5,596 | $5,291+5.8% | $4,728+18.4% | $6,400-12.6% |
| Admin fee / account holder | $212 | $7,489-97.2% | $6,410-96.7% | $11,426-98.1% |