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 5-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 | $66,252 | $111,754-40.7% | $103,333-35.9% | $145,922-54.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.08% | 24.77%-20.7pp | 24.88%-20.8pp | 561.29%-557.2pp |
| Employer contribution / active EE | $4,684 | $4,212+11.2% | $3,868+21.1% | $4,660+0.5% |
| Participant deferral / active EE | $23,000 | $5,619+309.4% | $5,057+354.8% | $6,688+243.9% |
| Admin fee / account holder | $196 | $9,750-98.0% | $8,355-97.7% | $13,397-98.5% |