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 9-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,451 | $127,065+124.6% | $113,168+152.2% | $142,382+100.5% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 9.77% | 24.03%-14.3pp | 24.27%-14.5pp | 217.08%-207.3pp |
| Employer contribution / active EE | $3,667 | $3,442+6.5% | $2,975+23.2% | $4,299-14.7% |
| Participant deferral / active EE | $13,366 | $5,716+133.8% | $5,107+161.7% | $6,507+105.4% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |