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 8-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 | $7,418 | $34,308-78.4% | $74,701-90.1% | $72,985-89.8% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 13.38% | 26.58%-13.2pp | 752.92%-739.5pp | 81.00%-67.6pp |
| Employer contribution / active EE | $3,069 | $692+343.8% | $1,084+183.2% | $2,440+25.8% |
| Participant deferral / active EE | $1,575 | $1,271+23.9% | $1,964-19.8% | $3,607-56.3% |
| Admin fee / account holder | $105 | $2,124-95.0% | $3,333-96.8% | $5,124-97.9% |