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 3-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 | $36,079 | $114,381-68.5% | $107,525-66.4% | $142,382-74.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 7.56% | 242.71%-235.1pp | 181.32%-173.8pp | 217.08%-209.5pp |
| Employer contribution / active EE | $4,330 | $4,015+7.8% | $3,754+15.3% | $4,299+0.7% |
| Participant deferral / active EE | $10,474 | $5,564+88.2% | $5,116+104.7% | $6,507+61.0% |
| Admin fee / account holder | $178 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |