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 7-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 | $37,683 | $110,257-65.8% | $96,544-61.0% | $139,434-73.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 6.03% | 26.32%-20.3pp | 25.84%-19.8pp | 372.94%-366.9pp |
| Employer contribution / active EE | $7,554 | $3,620+108.7% | $2,965+154.8% | $4,751+59.0% |
| Participant deferral / active EE | $6,355 | $5,548+14.6% | $4,851+31.0% | $6,710-5.3% |
| Admin fee / account holder | $138 | $11,591-98.8% | $8,252-98.3% | $11,403-98.8% |