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 | $44,540 | $110,502-59.7% | $80,716-44.8% | $167,490-73.4% |
| Participation rate | 90.0% | 64.0%+26.0pp | 54.2%+35.8pp | 82.1%+7.9pp |
| Annual return | 3.19% | 120.54%-117.4pp | 87.28%-84.1pp | 478.56%-475.4pp |
| Employer contribution / active EE | $5,828 | $1,543+277.8% | $1,160+402.4% | $4,837+20.5% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $2,146-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |