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 | $60,994 | $105,998-42.5% | $92,233-33.9% | $147,584-58.7% |
| Participation rate | 82.4% | 80.4%+1.9pp | 76.5%+5.9pp | 82.8%-0.5pp |
| Annual return | 7.83% | 50.05%-42.2pp | 176.28%-168.5pp | 578.55%-570.7pp |
| Employer contribution / active EE | $906 | $4,333-79.1% | $3,679-75.4% | $4,876-81.4% |
| Participant deferral / active EE | $1,855 | $4,478-58.6% | $3,897-52.4% | $5,439-65.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |