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 | $108,963 | $183,963-40.8% | $162,163-32.8% | $152,861-28.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 1.02% | 150.76%-149.7pp | 115.59%-114.6pp | 345.32%-344.3pp |
| Employer contribution / active EE | $1,728 | $6,371-72.9% | $5,614-69.2% | $4,762-63.7% |
| Participant deferral / active EE | $3,804 | $8,034-52.7% | $7,298-47.9% | $5,850-35.0% |
| Admin fee / account holder | $8 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |