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 | $197,616 | $185,822+6.3% | $169,993+16.2% | $139,434+41.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.36% | 60.50%-55.1pp | 53.37%-48.0pp | 372.94%-367.6pp |
| Employer contribution / active EE | $6,815 | $7,590-10.2% | $6,785+0.4% | $4,751+43.4% |
| Participant deferral / active EE | $5,669 | $11,622-51.2% | $10,408-45.5% | $6,710-15.5% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |