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 | $71,139 | $153,311-53.6% | $109,313-34.9% | $273,961-74.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 0.19% | 29.86%-29.7pp | 22.07%-21.9pp | 41.45%-41.3pp |
| Employer contribution / active EE | $3,400 | $5,619-39.5% | $3,892-12.6% | $4,869-30.2% |
| Participant deferral / active EE | $5,950 | $3,932+51.3% | $3,166+87.9% | $5,287+12.5% |
| Admin fee / account holder | -$6 | $8,076-100.1% | $5,666-100.1% | $10,132-100.1% |