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 | $90,096 | $74,888+20.3% | $71,209+26.5% | $142,382-36.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 12.25% | 345.14%-332.9pp | 282.51%-270.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,051 | $2,854-63.2% | $2,721-61.4% | $4,299-75.6% |
| Participant deferral / active EE | $1,811 | $4,454-59.4% | $4,175-56.6% | $6,507-72.2% |
| Admin fee / account holder | -$582 | $5,568-110.4% | $5,349-110.9% | $12,624-104.6% |