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 | $13,450 | $114,047-88.2% | $96,139-86.0% | $167,490-92.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 6.60% | 189.88%-183.3pp | 191.94%-185.3pp | 478.56%-472.0pp |
| Employer contribution / active EE | $3,036 | $3,427-11.4% | $2,797+8.5% | $4,837-37.2% |
| Participant deferral / active EE | $5,067 | $5,194-2.4% | $4,349+16.5% | $6,341-20.1% |
| Admin fee / account holder | $41 | $6,897-99.4% | $5,537-99.3% | $12,309-99.7% |