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 | $60,373 | $123,793-51.2% | $177,821-66.0% | $79,858-24.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 0.99% | 22.82%-21.8pp | 48.32%-47.3pp | 31.71%-30.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,731 | $5,956-3.8% | $7,714-25.7% | $3,740+53.2% |
| Admin fee / account holder | $246 | $7,243-96.6% | $12,427-98.0% | $5,306-95.4% |