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 9-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 | $216,754 | $114,381+89.5% | $107,525+101.6% | $142,382+52.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 3.36% | 242.71%-239.3pp | 181.32%-178.0pp | 217.08%-213.7pp |
| Employer contribution / active EE | $7,652 | $4,015+90.6% | $3,754+103.9% | $4,299+78.0% |
| Participant deferral / active EE | $11,500 | $5,564+106.7% | $5,116+124.8% | $6,507+76.7% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |