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 | $67,976 | $181,894-62.6% | $156,549-56.6% | $273,961-75.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.64% | 30.74%-30.1pp | 32.23%-31.6pp | 41.45%-40.8pp |
| Employer contribution / active EE | $5,421 | $6,248-13.2% | $5,501-1.5% | $4,869+11.3% |
| Participant deferral / active EE | $2,459 | $5,550-55.7% | $4,871-49.5% | $5,287-53.5% |
| Admin fee / account holder | $96 | $15,559-99.4% | $13,027-99.3% | $10,132-99.0% |