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 | $46,240 | $69,207-33.2% | $64,056-27.8% | $139,434-66.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.10% | 45.88%-36.8pp | 33.69%-24.6pp | 372.94%-363.8pp |
| Employer contribution / active EE | $2,641 | $3,182-17.0% | $2,747-3.8% | $4,751-44.4% |
| Participant deferral / active EE | $4,498 | $4,682-3.9% | $3,880+15.9% | $6,710-33.0% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |