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 7-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 | $24,180 | $157,256-84.6% | $141,162-82.9% | $152,861-84.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.50% | 64.32%-52.8pp | 71.39%-59.9pp | 345.32%-333.8pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,066 | $7,109+13.5% | $6,709+20.2% | $5,850+37.9% |
| Admin fee / account holder | $53 | $12,120-99.6% | $10,261-99.5% | $11,596-99.5% |