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 8-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 | $42,296 | $201,272-79.0% | $184,203-77.0% | $145,922-71.0% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 6.19% | 29.00%-22.8pp | 28.81%-22.6pp | 561.29%-555.1pp |
| Employer contribution / active EE | $4,838 | $7,022-31.1% | $6,427-24.7% | $4,660+3.8% |
| Participant deferral / active EE | $8,714 | $9,806-11.1% | $9,131-4.6% | $6,688+30.3% |
| Admin fee / account holder | $77 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |