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 6-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 | $28,106 | $115,770-75.7% | $101,248-72.2% | $158,922-82.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.58% | 56.14%-49.6pp | 46.47%-39.9pp | 302.83%-296.3pp |
| Employer contribution / active EE | $2,365 | $4,175-43.3% | $3,660-35.4% | $4,761-50.3% |
| Participant deferral / active EE | $4,967 | $4,957+0.2% | $4,370+13.7% | $5,982-17.0% |
| Admin fee / account holder | $300 | $7,245-95.9% | $5,945-95.0% | $11,246-97.3% |