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 | $63,527 | $177,572-64.2% | $154,803-59.0% | $142,382-55.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.18% | 65.07%-54.9pp | 58.88%-48.7pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,499 | $4,810-68.8% | $4,305-65.2% | $4,299-65.1% |
| Participant deferral / active EE | $20,400 | $6,272+225.3% | $5,540+268.2% | $6,507+213.5% |
| Admin fee / account holder | $40 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |