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 | $112,526 | $198,466-43.3% | $170,442-34.0% | $147,584-23.8% |
| Participation rate | 76.9% | 88.0%-11.0pp | 83.6%-6.7pp | 82.8%-5.9pp |
| Annual return | -3.08% | 257.29%-260.4pp | 205.93%-209.0pp | 578.55%-581.6pp |
| Employer contribution / active EE | $2,362 | $6,184-61.8% | $5,433-56.5% | $4,876-51.6% |
| Participant deferral / active EE | $2,958 | $5,629-47.5% | $4,939-40.1% | $5,439-45.6% |
| Admin fee / account holder | $38 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |