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 5-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 | $201,670 | $167,307+20.5% | $143,757+40.3% | $134,475+50.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.69% | 0.46%-23.2pp | -0.04%-22.6pp | 417.96%-440.7pp |
| Employer contribution / active EE | $3,244 | $5,619-42.3% | $4,951-34.5% | $4,740-31.6% |
| Participant deferral / active EE | $7,386 | $6,446+14.6% | $5,637+31.0% | $6,400+15.4% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |