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 | $54,860 | $81,632-32.8% | $70,449-22.1% | $158,922-65.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 3.68% | 208.40%-204.7pp | 109.03%-105.3pp | 302.83%-299.1pp |
| Employer contribution / active EE | $1,457 | $3,217-54.7% | $2,737-46.8% | $4,761-69.4% |
| Participant deferral / active EE | $2,838 | $4,554-37.7% | $3,709-23.5% | $5,982-52.6% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |