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 8-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 | $20,739 | $107,334-80.7% | $92,893-77.7% | $152,861-86.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 11.14% | 145.58%-134.4pp | 109.41%-98.3pp | 345.32%-334.2pp |
| Employer contribution / active EE | $6,759 | $4,221+60.1% | $3,653+85.0% | $4,762+41.9% |
| Participant deferral / active EE | $4,902 | $4,845+1.2% | $4,236+15.7% | $5,850-16.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |