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 3-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 | $4,486 | $74,888-94.0% | $71,209-93.7% | $142,382-96.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.94% | 345.14%-337.2pp | 282.51%-274.6pp | 217.08%-209.1pp |
| Employer contribution / active EE | $516 | $2,854-81.9% | $2,721-81.0% | $4,299-88.0% |
| Participant deferral / active EE | $1,089 | $4,454-75.6% | $4,175-73.9% | $6,507-83.3% |
| Admin fee / account holder | $117 | $5,568-97.9% | $5,349-97.8% | $12,624-99.1% |