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 | $74,138 | $70,756+4.8% | $65,493+13.2% | $142,382-47.9% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 9.51% | 1754.89%-1745.4pp | 982.45%-972.9pp | 217.08%-207.6pp |
| Employer contribution / active EE | $2,598 | $2,881-9.8% | $2,574+0.9% | $4,299-39.6% |
| Participant deferral / active EE | $5,364 | $4,637+15.7% | $3,961+35.4% | $6,507-17.6% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |