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 | $176,511 | $817,678-78.4% | $392,568-55.0% | $152,861+15.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | -0.69% | 22.84%-23.5pp | 24.42%-25.1pp | 345.32%-346.0pp |
| Employer contribution / active EE | $1,920 | $5,502-65.1% | $3,783-49.2% | $4,762-59.7% |
| Participant deferral / active EE | $2,400 | $8,398-71.4% | $5,985-59.9% | $5,850-59.0% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,596-100.0% |