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 | $25,442 | $111,754-77.2% | $103,333-75.4% | $145,922-82.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 6.75% | 24.77%-18.0pp | 24.88%-18.1pp | 561.29%-554.5pp |
| Employer contribution / active EE | $3,059 | $4,212-27.4% | $3,868-20.9% | $4,660-34.4% |
| Participant deferral / active EE | $9,254 | $5,619+64.7% | $5,057+83.0% | $6,688+38.4% |
| Admin fee / account holder | $108 | $9,750-98.9% | $8,355-98.7% | $13,397-99.2% |