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 | $63,768 | $117,983-46.0% | $101,794-37.4% | $142,382-55.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 0.35% | 36.92%-36.6pp | 30.53%-30.2pp | 217.08%-216.7pp |
| Employer contribution / active EE | $10,000 | $2,773+260.7% | $2,289+336.9% | $4,299+132.6% |
| Participant deferral / active EE | $24,500 | $4,714+419.8% | $4,084+499.9% | $6,507+276.5% |
| Admin fee / account holder | $264 | $10,433-97.5% | $8,777-97.0% | $12,624-97.9% |