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 | $80,946 | $114,381-29.2% | $107,525-24.7% | $142,382-43.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -6.27% | 242.71%-249.0pp | 181.32%-187.6pp | 217.08%-223.3pp |
| Employer contribution / active EE | $1,877 | $4,015-53.2% | $3,754-50.0% | $4,299-56.3% |
| Participant deferral / active EE | $6,258 | $5,564+12.5% | $5,116+22.3% | $6,507-3.8% |
| Admin fee / account holder | -$589 | $9,860-106.0% | $8,919-106.6% | $12,624-104.7% |