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 8-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 | $131,445 | $110,257+19.2% | $96,544+36.2% | $139,434-5.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 8.54% | 26.32%-17.8pp | 25.84%-17.3pp | 372.94%-364.4pp |
| Employer contribution / active EE | $855 | $3,620-76.4% | $2,965-71.2% | $4,751-82.0% |
| Participant deferral / active EE | $5,797 | $5,548+4.5% | $4,851+19.5% | $6,710-13.6% |
| Admin fee / account holder | $174 | $11,591-98.5% | $8,252-97.9% | $11,403-98.5% |