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 | $39,217 | $39,122+0.2% | $57,179-31.4% | $62,891-37.6% |
| Participation rate | 83.7% | 70.5%+13.2pp | 75.3%+8.4pp | 69.3%+14.4pp |
| Annual return | -1.45% | 9.23%-10.7pp | 14.59%-16.0pp | 20.14%-21.6pp |
| Employer contribution / active EE | $1,416 | $1,874-24.5% | $2,682-47.2% | $2,281-37.9% |
| Participant deferral / active EE | $3,171 | $2,374+33.6% | $3,096+2.4% | $3,203-1.0% |
| Admin fee / account holder | $132 | $2,592-94.9% | $3,139-95.8% | $4,296-96.9% |