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 | $31,723 | $214,378-85.2% | $200,582-84.2% | $142,382-77.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.08% | 46.41%-36.3pp | 42.33%-32.3pp | 217.08%-207.0pp |
| Employer contribution / active EE | $3,238 | $6,841-52.7% | $6,419-49.6% | $4,299-24.7% |
| Participant deferral / active EE | $3,180 | $9,865-67.8% | $9,331-65.9% | $6,507-51.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |