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 | $164,993 | $99,877+65.2% | $84,966+94.2% | $145,922+13.1% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 3.52% | 83.76%-80.2pp | 66.38%-62.9pp | 561.29%-557.8pp |
| Employer contribution / active EE | $1,432 | $3,231-55.7% | $2,727-47.5% | $4,660-69.3% |
| Participant deferral / active EE | $2,582 | $5,291-51.2% | $4,519-42.9% | $6,688-61.4% |
| Admin fee / account holder | $59 | $7,248-99.2% | $6,149-99.0% | $13,397-99.6% |