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 | $57,895 | $107,334-46.1% | $92,893-37.7% | $152,861-62.1% |
| Participation rate | 73.3% | 79.8%-6.5pp | 76.0%-2.7pp | 82.4%-9.1pp |
| Annual return | 10.33% | 145.58%-135.3pp | 109.41%-99.1pp | 345.32%-335.0pp |
| Employer contribution / active EE | $1,929 | $4,221-54.3% | $3,653-47.2% | $4,762-59.5% |
| Participant deferral / active EE | $6,487 | $4,845+33.9% | $4,236+53.1% | $5,850+10.9% |
| Admin fee / account holder | $7 | $7,079-99.9% | $5,794-99.9% | $11,596-99.9% |