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 | $185,718 | $202,318-8.2% | $172,739+7.5% | $152,861+21.5% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 5.97% | 1029.65%-1023.7pp | 802.84%-796.9pp | 345.32%-339.3pp |
| Employer contribution / active EE | $8,360 | $5,856+42.8% | $5,143+62.6% | $4,762+75.6% |
| Participant deferral / active EE | $2,483 | $5,948-58.3% | $5,198-52.2% | $5,850-57.6% |
| Admin fee / account holder | $265 | $17,109-98.4% | $13,954-98.1% | $11,596-97.7% |