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 | $26,952 | $159,602-83.1% | $150,045-82.0% | $142,382-81.1% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.3%+8.2pp | 80.1%+10.4pp |
| Annual return | 6.51% | 70.24%-63.7pp | 62.55%-56.0pp | 217.08%-210.6pp |
| Employer contribution / active EE | $9,680 | $4,961+95.1% | $4,693+106.3% | $4,299+125.2% |
| Participant deferral / active EE | $4,426 | $8,310-46.7% | $7,997-44.6% | $6,507-32.0% |
| Admin fee / account holder | $205 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |