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 | $55,040 | $114,381-51.9% | $107,525-48.8% | $142,382-61.3% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 3.42% | 242.71%-239.3pp | 181.32%-177.9pp | 217.08%-213.7pp |
| Employer contribution / active EE | $27,716 | $4,015+590.4% | $3,754+638.4% | $4,299+544.7% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $46 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |