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 | $17,663 | $85,202-79.3% | $172,739-89.8% | $72,985-75.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 0.33% | 27.32%-27.0pp | 802.84%-802.5pp | 81.00%-80.7pp |
| Employer contribution / active EE | $1,379 | $3,324-58.5% | $5,143-73.2% | $2,440-43.5% |
| Participant deferral / active EE | $2,659 | $3,260-18.4% | $5,198-48.8% | $3,607-26.3% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |