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 | $136,326 | $54,705+149.2% | $71,209+91.4% | $84,808+60.7% |
| Participation rate | 81.0% | 64.1%+16.9pp | 73.8%+7.2pp | 68.3%+12.6pp |
| Annual return | 11.46% | 35.90%-24.4pp | 282.51%-271.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,648 | $2,158+22.7% | $2,721-2.7% | $2,631+0.6% |
| Participant deferral / active EE | $5,957 | $3,030+96.6% | $4,175+42.7% | $4,212+41.5% |
| Admin fee / account holder | $283 | $4,863-94.2% | $5,349-94.7% | $7,344-96.1% |