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 | $65,489 | $156,846-58.2% | $121,098-45.9% | $139,434-53.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 5.50% | 1474.56%-1469.1pp | 985.75%-980.3pp | 372.94%-367.4pp |
| Employer contribution / active EE | $19,000 | $5,536+243.2% | $4,164+356.3% | $4,751+299.9% |
| Participant deferral / active EE | $27,500 | $4,844+467.7% | $4,080+574.1% | $6,710+309.8% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |