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 | $40,398 | $74,888-46.1% | $71,209-43.3% | $142,382-71.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 3.70% | 345.14%-341.4pp | 282.51%-278.8pp | 217.08%-213.4pp |
| Employer contribution / active EE | $2,031 | $2,854-28.8% | $2,721-25.4% | $4,299-52.8% |
| Participant deferral / active EE | $4,400 | $4,454-1.2% | $4,175+5.4% | $6,507-32.4% |
| Admin fee / account holder | $290 | $5,568-94.8% | $5,349-94.6% | $12,624-97.7% |