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 | $52,623 | $99,341-47.0% | $84,750-37.9% | $273,961-80.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.62% | 22.93%-22.3pp | 22.78%-22.2pp | 41.45%-40.8pp |
| Employer contribution / active EE | $2,355 | $4,214-44.1% | $3,574-34.1% | $4,869-51.6% |
| Participant deferral / active EE | $5,855 | $4,269+37.1% | $3,712+57.7% | $5,287+10.7% |
| Admin fee / account holder | $284 | $6,644-95.7% | $5,332-94.7% | $10,132-97.2% |