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 4-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 | $65,841 | $117,983-44.2% | $101,794-35.3% | $142,382-53.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | -17.16% | 36.92%-54.1pp | 30.53%-47.7pp | 217.08%-234.2pp |
| Employer contribution / active EE | $2,478 | $2,773-10.6% | $2,289+8.3% | $4,299-42.4% |
| Participant deferral / active EE | $8,062 | $4,714+71.0% | $4,084+97.4% | $6,507+23.9% |
| Admin fee / account holder | $87 | $10,433-99.2% | $8,777-99.0% | $12,624-99.3% |