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 | $44,765 | $176,056-74.6% | $159,436-71.9% | $167,490-73.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.34% | 331.75%-322.4pp | 263.57%-254.2pp | 478.56%-469.2pp |
| Employer contribution / active EE | $3,021 | $5,297-43.0% | $4,829-37.5% | $4,837-37.6% |
| Participant deferral / active EE | $15,468 | $7,750+99.6% | $7,352+110.4% | $6,341+143.9% |
| Admin fee / account holder | $208 | $12,554-98.3% | $10,799-98.1% | $12,309-98.3% |