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 | $40,908 | $181,894-77.5% | $156,549-73.9% | $273,961-85.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 1.88% | 30.74%-28.9pp | 32.23%-30.3pp | 41.45%-39.6pp |
| Employer contribution / active EE | $2,072 | $6,248-66.8% | $5,501-62.3% | $4,869-57.4% |
| Participant deferral / active EE | $3,698 | $5,550-33.4% | $4,871-24.1% | $5,287-30.1% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |