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 | $64,885 | $165,984-60.9% | $164,813-60.6% | $145,922-55.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 2.46% | 100.03%-97.6pp | 69.93%-67.5pp | 561.29%-558.8pp |
| Employer contribution / active EE | $5,013 | $5,273-4.9% | $4,341+15.5% | $4,660+7.6% |
| Participant deferral / active EE | $4,672 | $6,959-32.9% | $6,031-22.5% | $6,688-30.1% |
| Admin fee / account holder | $284 | $16,648-98.3% | $12,690-97.8% | $13,397-97.9% |