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 | $68,999 | $209,411-67.1% | $178,490-61.3% | $158,922-56.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.29% | 188.75%-185.5pp | 151.07%-147.8pp | 302.83%-299.5pp |
| Employer contribution / active EE | $13,632 | $5,706+138.9% | $5,011+172.1% | $4,761+186.3% |
| Participant deferral / active EE | $7,549 | $5,954+26.8% | $5,202+45.1% | $5,982+26.2% |
| Admin fee / account holder | -$13 | $17,074-100.1% | $13,984-100.1% | $11,246-100.1% |