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 7-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 | $51,934 | $202,318-74.3% | $172,739-69.9% | $152,861-66.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 8.93% | 1029.65%-1020.7pp | 802.84%-793.9pp | 345.32%-336.4pp |
| Employer contribution / active EE | $14,002 | $5,856+139.1% | $5,143+172.3% | $4,762+194.0% |
| Participant deferral / active EE | $10,570 | $5,948+77.7% | $5,198+103.4% | $5,850+80.7% |
| Admin fee / account holder | $190 | $17,109-98.9% | $13,954-98.6% | $11,596-98.4% |