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 | $62,216 | $74,888-16.9% | $71,209-12.6% | $142,382-56.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.88% | 345.14%-334.3pp | 282.51%-271.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $4,995 | $2,854+75.0% | $2,721+83.6% | $4,299+16.2% |
| Participant deferral / active EE | $7,787 | $4,454+74.8% | $4,175+86.5% | $6,507+19.7% |
| Admin fee / account holder | $240 | $5,568-95.7% | $5,349-95.5% | $12,624-98.1% |