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 | $43,115 | $152,509-71.7% | $117,472-63.3% | $134,475-67.9% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -21.45% | 52.99%-74.4pp | 29.74%-51.2pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,110 | $5,571-44.2% | $4,176-25.5% | $4,740-34.4% |
| Participant deferral / active EE | $4,185 | $4,818-13.1% | $4,070+2.8% | $6,400-34.6% |
| Admin fee / account holder | $50 | $7,004-99.3% | $5,645-99.1% | $11,426-99.6% |