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 | $151,057 | $60,022+151.7% | $88,946+69.8% | $84,808+78.1% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 9.88% | 22.43%-12.6pp | 57.82%-47.9pp | 40.90%-31.0pp |
| Employer contribution / active EE | $3,064 | $1,703+79.9% | $2,555+19.9% | $2,631+16.5% |
| Participant deferral / active EE | $5,046 | $3,114+62.1% | $4,581+10.1% | $4,212+19.8% |
| Admin fee / account holder | $129 | $4,811-97.3% | $8,261-98.4% | $7,344-98.2% |