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 | $54,418 | $56,114-3.0% | $96,139-43.4% | $85,850-36.6% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 4.89% | 42.30%-37.4pp | 191.94%-187.0pp | 318.53%-313.6pp |
| Employer contribution / active EE | $270 | $1,620-83.3% | $2,797-90.3% | $2,565-89.5% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $168 | $3,768-95.5% | $5,537-97.0% | $6,260-97.3% |