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 | $161,605 | $110,257+46.6% | $96,544+67.4% | $139,434+15.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 8.40% | 26.32%-17.9pp | 25.84%-17.4pp | 372.94%-364.5pp |
| Employer contribution / active EE | $818 | $3,620-77.4% | $2,965-72.4% | $4,751-82.8% |
| Participant deferral / active EE | $6,420 | $5,548+15.7% | $4,851+32.4% | $6,710-4.3% |
| Admin fee / account holder | $235 | $11,591-98.0% | $8,252-97.2% | $11,403-97.9% |