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 | $98,696 | $113,339-12.9% | $94,993+3.9% | $147,584-33.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 3.66% | 20.77%-17.1pp | 27.12%-23.5pp | 578.55%-574.9pp |
| Employer contribution / active EE | $5,462 | $3,160+72.8% | $2,603+109.8% | $4,876+12.0% |
| Participant deferral / active EE | $6,437 | $3,777+70.4% | $3,317+94.0% | $5,439+18.3% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |