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 | $27,923 | $167,484-83.3% | $151,611-81.6% | $134,475-79.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -23.54% | 7.80%-31.3pp | 3.33%-26.9pp | 417.96%-441.5pp |
| Employer contribution / active EE | $2,495 | $6,829-63.5% | $6,166-59.5% | $4,740-47.4% |
| Participant deferral / active EE | $8,923 | $8,986-0.7% | $8,363+6.7% | $6,400+39.4% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |