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 | $143,840 | $109,327+31.6% | $89,391+60.9% | $158,922-9.5% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 3.41% | 345.68%-342.3pp | 245.62%-242.2pp | 302.83%-299.4pp |
| Employer contribution / active EE | $2,391 | $3,170-24.6% | $2,586-7.5% | $4,761-49.8% |
| Participant deferral / active EE | $6,047 | $4,598+31.5% | $3,890+55.5% | $5,982+1.1% |
| Admin fee / account holder | $10 | $6,153-99.8% | $4,881-99.8% | $11,246-99.9% |