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 8-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 | $63,383 | $158,398-60.0% | $126,539-49.9% | $142,382-55.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 4.04% | 593.76%-589.7pp | 425.95%-421.9pp | 217.08%-213.0pp |
| Employer contribution / active EE | $855 | $4,650-81.6% | $3,674-76.7% | $4,299-80.1% |
| Participant deferral / active EE | $6,495 | $4,767+36.3% | $4,083+59.1% | $6,507-0.2% |
| Admin fee / account holder | $114 | $6,918-98.4% | $6,065-98.1% | $12,624-99.1% |