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 | $33,520 | $198,466-83.1% | $170,442-80.3% | $147,584-77.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.43% | 257.29%-252.9pp | 205.93%-201.5pp | 578.55%-574.1pp |
| Employer contribution / active EE | $11,567 | $6,184+87.1% | $5,433+112.9% | $4,876+137.2% |
| Participant deferral / active EE | $8,708 | $5,629+54.7% | $4,939+76.3% | $5,439+60.1% |
| Admin fee / account holder | $172 | $16,852-99.0% | $13,880-98.8% | $10,885-98.4% |