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 | $87,434 | $95,416-8.4% | $185,823-52.9% | $85,850+1.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 9.12% | 23.59%-14.5pp | 122.05%-112.9pp | 318.53%-309.4pp |
| Employer contribution / active EE | $5,287 | $3,314+59.5% | $5,167+2.3% | $2,565+106.1% |
| Participant deferral / active EE | $1,987 | $3,423-42.0% | $5,568-64.3% | $3,952-49.7% |
| Admin fee / account holder | $62 | $7,213-99.1% | $16,237-99.6% | $6,260-99.0% |