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 | $35,021 | $48,795-28.2% | $65,493-46.5% | $84,808-58.7% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 7.90% | 20.20%-12.3pp | 982.45%-974.5pp | 40.90%-33.0pp |
| Employer contribution / active EE | $959 | $1,930-50.3% | $2,574-62.7% | $2,631-63.5% |
| Participant deferral / active EE | $3,300 | $2,928+12.7% | $3,961-16.7% | $4,212-21.6% |
| Admin fee / account holder | $4 | $3,877-99.9% | $5,028-99.9% | $7,344-99.9% |