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 | $50,318 | $202,432-75.1% | $169,368-70.3% | $139,434-63.9% |
| Participation rate | 86.7% | 81.1%+5.6pp | 77.1%+9.5pp | 80.3%+6.3pp |
| Annual return | 6.70% | 531.74%-525.0pp | 405.60%-398.9pp | 372.94%-366.2pp |
| Employer contribution / active EE | $3,025 | $4,692-35.5% | $4,013-24.6% | $4,751-36.3% |
| Participant deferral / active EE | $3,894 | $6,938-43.9% | $6,221-37.4% | $6,710-42.0% |
| Admin fee / account holder | $180 | $10,708-98.3% | $9,003-98.0% | $11,403-98.4% |