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 | $75,508 | $214,378-64.8% | $200,582-62.4% | $142,382-47.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 5.53% | 46.41%-40.9pp | 42.33%-36.8pp | 217.08%-211.5pp |
| Employer contribution / active EE | $3,214 | $6,841-53.0% | $6,419-49.9% | $4,299-25.2% |
| Participant deferral / active EE | $3,214 | $9,865-67.4% | $9,331-65.6% | $6,507-50.6% |
| Admin fee / account holder | $88 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |