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 5-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 | $50,656 | $108,919-53.5% | $100,391-49.5% | $145,922-65.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.87% | 57.88%-48.0pp | 49.20%-39.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,339 | $4,419-47.1% | $3,942-40.7% | $4,660-49.8% |
| Participant deferral / active EE | $12,198 | $8,445+44.4% | $8,082+50.9% | $6,688+82.4% |
| Admin fee / account holder | $33 | $9,689-99.7% | $7,899-99.6% | $13,397-99.8% |