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 | $82,285 | $72,492+13.5% | $87,100-5.5% | $72,985+12.7% |
| Participation rate | 71.2% | 72.8%-1.6pp | 76.9%-5.7pp | 69.5%+1.7pp |
| Annual return | 7.18% | 24.46%-17.3pp | 28.19%-21.0pp | 81.00%-73.8pp |
| Employer contribution / active EE | $4,483 | $1,894+136.7% | $2,521+77.8% | $2,440+83.8% |
| Participant deferral / active EE | $4,486 | $3,270+37.2% | $4,049+10.8% | $3,607+24.3% |
| Admin fee / account holder | $35 | $5,055-99.3% | $7,497-99.5% | $5,124-99.3% |