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 8-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 | $68,753 | $107,934-36.3% | $91,989-25.3% | $152,861-55.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 6.35% | 89.24%-82.9pp | 69.02%-62.7pp | 345.32%-339.0pp |
| Employer contribution / active EE | $18,500 | $4,210+339.4% | $3,452+435.9% | $4,762+288.5% |
| Participant deferral / active EE | $12,500 | $6,364+96.4% | $5,923+111.0% | $5,850+113.7% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |