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 | $76,613 | $183,519-58.3% | $155,509-50.7% | $145,922-47.5% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 7.17% | 61.17%-54.0pp | 64.67%-57.5pp | 561.29%-554.1pp |
| Employer contribution / active EE | $4,915 | $5,313-7.5% | $4,672+5.2% | $4,660+5.5% |
| Participant deferral / active EE | $5,991 | $6,462-7.3% | $5,626+6.5% | $6,688-10.4% |
| Admin fee / account holder | $83 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |