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 | $53,389 | $165,335-67.7% | $149,696-64.3% | $158,922-66.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 3.82% | 348.15%-344.3pp | 276.60%-272.8pp | 302.83%-299.0pp |
| Employer contribution / active EE | $2,763 | $5,103-45.8% | $4,644-40.5% | $4,761-42.0% |
| Participant deferral / active EE | $3,408 | $7,181-52.5% | $6,842-50.2% | $5,982-43.0% |
| Admin fee / account holder | $207 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |