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 | $51,062 | $180,449-71.7% | $154,107-66.9% | $135,375-62.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.28% | 888.09%-902.4pp | 735.12%-749.4pp | 519.73%-534.0pp |
| Employer contribution / active EE | $2,173 | $6,035-64.0% | $5,298-59.0% | $4,779-54.5% |
| Participant deferral / active EE | $5,930 | $5,806+2.1% | $5,081+16.7% | $5,609+5.7% |
| Admin fee / account holder | $160 | $16,143-99.0% | $13,411-98.8% | $10,827-98.5% |