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 | $246,814 | $80,717+205.8% | $154,803+59.4% | $84,808+191.0% |
| Participation rate | 71.4% | 66.8%+4.6pp | 78.1%-6.6pp | 68.3%+3.1pp |
| Annual return | 12.67% | 37.96%-25.3pp | 58.88%-46.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,357 | $2,761-14.6% | $4,305-45.3% | $2,631-10.4% |
| Participant deferral / active EE | $3,704 | $3,303+12.1% | $5,540-33.2% | $4,212-12.1% |
| Admin fee / account holder | $59 | $6,746-99.1% | $14,329-99.6% | $7,344-99.2% |