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 9-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 | $217,608 | $217,402+0.1% | $185,823+17.1% | $167,490+29.9% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 7.37% | 148.36%-141.0pp | 122.05%-114.7pp | 478.56%-471.2pp |
| Employer contribution / active EE | $3,327 | $5,873-43.4% | $5,167-35.6% | $4,837-31.2% |
| Participant deferral / active EE | $6,029 | $6,356-5.1% | $5,568+8.3% | $6,341-4.9% |
| Admin fee / account holder | $42 | $19,811-99.8% | $16,237-99.7% | $12,309-99.7% |