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 | $68,578 | $102,966-33.4% | $90,281-24.0% | $152,861-55.1% |
| Participation rate | 76.5% | 75.9%+0.6pp | 73.3%+3.2pp | 82.4%-6.0pp |
| Annual return | 0.89% | 95.16%-94.3pp | 78.10%-77.2pp | 345.32%-344.4pp |
| Employer contribution / active EE | $3,041 | $3,139-3.1% | $2,854+6.5% | $4,762-36.1% |
| Participant deferral / active EE | $2,651 | $4,281-38.1% | $3,885-31.8% | $5,850-54.7% |
| Admin fee / account holder | $187 | $6,171-97.0% | $5,351-96.5% | $11,596-98.4% |