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 | $31,379 | $110,261-71.5% | $95,745-67.2% | $139,434-77.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 1.88% | 27.11%-25.2pp | 28.35%-26.5pp | 372.94%-371.1pp |
| Employer contribution / active EE | $511 | $3,257-84.3% | $2,835-82.0% | $4,751-89.2% |
| Participant deferral / active EE | $11,450 | $4,676+144.9% | $4,245+169.8% | $6,710+70.6% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |