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 | $42,544 | $142,405-70.1% | $115,157-63.1% | $152,861-72.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 1.30% | 41.48%-40.2pp | 35.60%-34.3pp | 345.32%-344.0pp |
| Employer contribution / active EE | $2,991 | $4,010-25.4% | $3,179-5.9% | $4,762-37.2% |
| Participant deferral / active EE | $2,104 | $5,164-59.3% | $4,168-49.5% | $5,850-64.0% |
| Admin fee / account holder | $36 | $8,462-99.6% | $7,088-99.5% | $11,596-99.7% |