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 8-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 | $81,679 | $180,449-54.7% | $154,107-47.0% | $135,375-39.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.15% | 888.09%-897.2pp | 735.12%-744.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,312 | $6,035-78.3% | $5,298-75.2% | $4,779-72.5% |
| Participant deferral / active EE | $3,431 | $5,806-40.9% | $5,081-32.5% | $5,609-38.8% |
| Admin fee / account holder | $14 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |