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 | $65,581 | $226,064-71.0% | $182,532-64.1% | $152,861-57.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 2.75% | 192.51%-189.8pp | 148.54%-145.8pp | 345.32%-342.6pp |
| Employer contribution / active EE | $1,390 | $4,978-72.1% | $4,076-65.9% | $4,762-70.8% |
| Participant deferral / active EE | $2,053 | $6,368-67.8% | $5,524-62.8% | $5,850-64.9% |
| Admin fee / account holder | $213 | $10,703-98.0% | $8,592-97.5% | $11,596-98.2% |