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 | $234,373 | $165,335+41.8% | $149,696+56.6% | $158,922+47.5% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 5.90% | 348.15%-342.2pp | 276.60%-270.7pp | 302.83%-296.9pp |
| Employer contribution / active EE | $7,908 | $5,103+55.0% | $4,644+70.3% | $4,761+66.1% |
| Participant deferral / active EE | $11,093 | $7,181+54.5% | $6,842+62.1% | $5,982+85.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |