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 6-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 | $62,384 | $66,402-6.1% | $109,895-43.2% | $85,850-27.3% |
| Participation rate | 92.1% | 63.9%+28.2pp | 74.2%+17.9pp | 69.3%+22.8pp |
| Annual return | 9.95% | 19.59%-9.6pp | 29.45%-19.5pp | 318.53%-308.6pp |
| Employer contribution / active EE | $5,603 | $1,687+232.1% | $2,842+97.1% | $2,565+118.4% |
| Participant deferral / active EE | $5,523 | $2,842+94.3% | $4,048+36.4% | $3,952+39.8% |
| Admin fee / account holder | $283 | $4,557-93.8% | $6,066-95.3% | $6,260-95.5% |