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 | $30,050 | $85,202-64.7% | $172,739-82.6% | $72,985-58.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.04% | 27.32%-12.3pp | 802.84%-787.8pp | 81.00%-66.0pp |
| Employer contribution / active EE | $3,090 | $3,324-7.1% | $5,143-39.9% | $2,440+26.6% |
| Participant deferral / active EE | $1,813 | $3,260-44.4% | $5,198-65.1% | $3,607-49.7% |
| Admin fee / account holder | $71 | $5,884-98.8% | $13,954-99.5% | $5,124-98.6% |