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 | $63,856 | $202,318-68.4% | $172,739-63.0% | $152,861-58.2% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 10.61% | 1029.65%-1019.0pp | 802.84%-792.2pp | 345.32%-334.7pp |
| Employer contribution / active EE | $1,686 | $5,856-71.2% | $5,143-67.2% | $4,762-64.6% |
| Participant deferral / active EE | $4,960 | $5,948-16.6% | $5,198-4.6% | $5,850-15.2% |
| Admin fee / account holder | $44 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |