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 6-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 | $40,002 | $217,402-81.6% | $185,823-78.5% | $167,490-76.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.10% | 148.36%-140.3pp | 122.05%-114.0pp | 478.56%-470.5pp |
| Employer contribution / active EE | $6,251 | $5,873+6.4% | $5,167+21.0% | $4,837+29.2% |
| Participant deferral / active EE | $6,500 | $6,356+2.3% | $5,568+16.7% | $6,341+2.5% |
| Admin fee / account holder | $290 | $19,811-98.5% | $16,237-98.2% | $12,309-97.6% |