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 5-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 | $94,771 | $109,327-13.3% | $89,391+6.0% | $158,922-40.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 4.79% | 345.68%-340.9pp | 245.62%-240.8pp | 302.83%-298.0pp |
| Employer contribution / active EE | $2,850 | $3,170-10.1% | $2,586+10.2% | $4,761-40.1% |
| Participant deferral / active EE | $20,583 | $4,598+347.6% | $3,890+429.1% | $5,982+244.1% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |