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 | $230,942 | $117,983+95.7% | $101,794+126.9% | $142,382+62.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 7.37% | 36.92%-29.5pp | 30.53%-23.2pp | 217.08%-209.7pp |
| Employer contribution / active EE | $5,567 | $2,773+100.8% | $2,289+143.2% | $4,299+29.5% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $57 | $10,433-99.5% | $8,777-99.3% | $12,624-99.5% |