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 3-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 | $30,895 | $210,648-85.3% | $177,989-82.6% | $145,922-78.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.46% | 385.86%-382.4pp | 294.48%-291.0pp | 561.29%-557.8pp |
| Employer contribution / active EE | $2,591 | $4,565-43.2% | $3,949-34.4% | $4,660-44.4% |
| Participant deferral / active EE | $9,333 | $6,958+34.1% | $6,276+48.7% | $6,688+39.6% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |