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 | $42,744 | $202,318-78.9% | $172,739-75.3% | $152,861-72.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 3.77% | 1029.65%-1025.9pp | 802.84%-799.1pp | 345.32%-341.5pp |
| Employer contribution / active EE | $1,484 | $5,856-74.7% | $5,143-71.1% | $4,762-68.8% |
| Participant deferral / active EE | $2,900 | $5,948-51.3% | $5,198-44.2% | $5,850-50.4% |
| Admin fee / account holder | $231 | $17,109-98.7% | $13,954-98.3% | $11,596-98.0% |