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 | $37,512 | $94,338-60.2% | $100,534-62.7% | $142,382-73.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 5.75% | 29.20%-23.5pp | 32.66%-26.9pp | 217.08%-211.3pp |
| Employer contribution / active EE | $1,465 | $4,237-65.4% | $4,346-66.3% | $4,299-65.9% |
| Participant deferral / active EE | $5,048 | $5,934-14.9% | $6,144-17.8% | $6,507-22.4% |
| Admin fee / account holder | $216 | $8,421-97.4% | $7,654-97.2% | $12,624-98.3% |