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 | $37,699 | $159,602-76.4% | $150,045-74.9% | $142,382-73.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 8.86% | 70.24%-61.4pp | 62.55%-53.7pp | 217.08%-208.2pp |
| Employer contribution / active EE | $2,589 | $4,961-47.8% | $4,693-44.8% | $4,299-39.8% |
| Participant deferral / active EE | $3,102 | $8,310-62.7% | $7,997-61.2% | $6,507-52.3% |
| Admin fee / account holder | $220 | $14,846-98.5% | $13,435-98.4% | $12,624-98.3% |