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 8-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 | $109,089 | $162,781-33.0% | $133,956-18.6% | $158,922-31.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.18% | 41.94%-38.8pp | 45.09%-41.9pp | 302.83%-299.6pp |
| Employer contribution / active EE | $13,693 | $4,975+175.2% | $3,919+249.4% | $4,761+187.6% |
| Participant deferral / active EE | $9,833 | $5,911+66.4% | $5,048+94.8% | $5,982+64.4% |
| Admin fee / account holder | $55 | $11,736-99.5% | $8,927-99.4% | $11,246-99.5% |