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 4-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 | $30,353 | $210,648-85.6% | $177,989-82.9% | $145,922-79.2% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 1.99% | 385.86%-383.9pp | 294.48%-292.5pp | 561.29%-559.3pp |
| Employer contribution / active EE | $7,734 | $4,565+69.4% | $3,949+95.9% | $4,660+66.0% |
| Participant deferral / active EE | $1,769 | $6,958-74.6% | $6,276-71.8% | $6,688-73.6% |
| Admin fee / account holder | $130 | $12,013-98.9% | $10,363-98.7% | $13,397-99.0% |