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 | $10,789 | $102,966-89.5% | $90,281-88.0% | $152,861-92.9% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.4%-9.7pp |
| Annual return | 6.78% | 95.16%-88.4pp | 78.10%-71.3pp | 345.32%-338.5pp |
| Employer contribution / active EE | $900 | $3,139-71.3% | $2,854-68.5% | $4,762-81.1% |
| Participant deferral / active EE | $2,011 | $4,281-53.0% | $3,885-48.2% | $5,850-65.6% |
| Admin fee / account holder | $148 | $6,171-97.6% | $5,351-97.2% | $11,596-98.7% |