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 9-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 | $70,681 | $138,044-48.8% | $125,339-43.6% | $134,475-47.4% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -36.80% | 750.33%-787.1pp | 572.05%-608.9pp | 417.96%-454.8pp |
| Employer contribution / active EE | $2,290 | $5,243-56.3% | $4,814-52.4% | $4,740-51.7% |
| Participant deferral / active EE | $6,318 | $7,799-19.0% | $7,446-15.1% | $6,400-1.3% |
| Admin fee / account holder | $3 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |