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 3-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 | $18,569 | $72,400-74.4% | $67,502-72.5% | $145,922-87.3% |
| Participation rate | 77.8% | 76.9%+0.9pp | 72.9%+4.9pp | 80.3%-2.5pp |
| Annual return | 4.61% | 7182.46%-7177.9pp | 3512.12%-3507.5pp | 561.29%-556.7pp |
| Employer contribution / active EE | $3,164 | $3,069+3.1% | $2,731+15.9% | $4,660-32.1% |
| Participant deferral / active EE | $3,681 | $4,783-23.0% | $4,000-8.0% | $6,688-45.0% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |