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 9-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 | $152,063 | $74,888+103.1% | $71,209+113.5% | $142,382+6.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 5.35% | 345.14%-339.8pp | 282.51%-277.2pp | 217.08%-211.7pp |
| Employer contribution / active EE | $1,275 | $2,854-55.3% | $2,721-53.1% | $4,299-70.3% |
| Participant deferral / active EE | $17,375 | $4,454+290.1% | $4,175+316.2% | $6,507+167.0% |
| Admin fee / account holder | $95 | $5,568-98.3% | $5,349-98.2% | $12,624-99.3% |