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 | $128,588 | $94,625+35.9% | $116,228+10.6% | $84,808+51.6% |
| Participation rate | 96.6% | 70.4%+26.1pp | 74.6%+22.0pp | 68.3%+28.2pp |
| Annual return | 10.30% | 20.40%-10.1pp | 90.06%-79.8pp | 40.90%-30.6pp |
| Employer contribution / active EE | $5,691 | $2,347+142.5% | $2,994+90.1% | $2,631+116.3% |
| Participant deferral / active EE | $3,489 | $3,972-12.2% | $4,953-29.6% | $4,212-17.2% |
| Admin fee / account holder | $243 | $10,091-97.6% | $11,989-98.0% | $7,344-96.7% |