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 | $85,287 | $114,381-25.4% | $107,525-20.7% | $142,382-40.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.08% | 242.71%-233.6pp | 181.32%-172.2pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,463 | $4,015-63.6% | $3,754-61.0% | $4,299-66.0% |
| Participant deferral / active EE | $2,613 | $5,564-53.0% | $5,116-48.9% | $6,507-59.8% |
| Admin fee / account holder | $109 | $9,860-98.9% | $8,919-98.8% | $12,624-99.1% |