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 10-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 | $240,445 | $165,335+45.4% | $149,696+60.6% | $158,922+51.3% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 4.14% | 348.15%-344.0pp | 276.60%-272.5pp | 302.83%-298.7pp |
| Employer contribution / active EE | $3,209 | $5,103-37.1% | $4,644-30.9% | $4,761-32.6% |
| Participant deferral / active EE | $9,840 | $7,181+37.0% | $6,842+43.8% | $5,982+64.5% |
| Admin fee / account holder | $37 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |