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 | $48,837 | $115,770-57.8% | $101,248-51.8% | $158,922-69.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -5.06% | 56.14%-61.2pp | 46.47%-51.5pp | 302.83%-307.9pp |
| Employer contribution / active EE | $3,000 | $4,175-28.1% | $3,660-18.0% | $4,761-37.0% |
| Participant deferral / active EE | $8,667 | $4,957+74.8% | $4,370+98.3% | $5,982+44.9% |
| Admin fee / account holder | $294 | $7,245-95.9% | $5,945-95.0% | $11,246-97.4% |