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 | $18,236 | $45,035-59.5% | $62,995-71.1% | $70,131-74.0% |
| Participation rate | 98.6% | 69.5%+29.1pp | 74.8%+23.8pp | 69.5%+29.1pp |
| Annual return | 10.14% | 18.76%-8.6pp | 87.57%-77.4pp | 73.14%-63.0pp |
| Employer contribution / active EE | $1,439 | $2,051-29.9% | $2,759-47.8% | $2,342-38.6% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $277 | $2,834-90.2% | $3,600-92.3% | $4,645-94.0% |