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 7-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 | $38,472 | $105,126-63.4% | $94,646-59.4% | $139,434-72.4% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 6.88% | 38.03%-31.2pp | 156.71%-149.8pp | 372.94%-366.1pp |
| Employer contribution / active EE | $1,275 | $4,106-69.0% | $3,672-65.3% | $4,751-73.2% |
| Participant deferral / active EE | $7,561 | $7,599-0.5% | $7,418+1.9% | $6,710+12.7% |
| Admin fee / account holder | $144 | $8,984-98.4% | $7,231-98.0% | $11,403-98.7% |