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 | $40,040 | $202,318-80.2% | $172,739-76.8% | $152,861-73.8% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 6.56% | 1029.65%-1023.1pp | 802.84%-796.3pp | 345.32%-338.8pp |
| Employer contribution / active EE | $5,941 | $5,856+1.4% | $5,143+15.5% | $4,762+24.7% |
| Participant deferral / active EE | $4,118 | $5,948-30.8% | $5,198-20.8% | $5,850-29.6% |
| Admin fee / account holder | $123 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |