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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,532 | $181,894+57.5% | $156,549+83.0% | $273,961+4.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.88% | 30.74%-27.9pp | 32.23%-29.3pp | 41.45%-38.6pp |
| Employer contribution / active EE | $8,456 | $6,248+35.3% | $5,501+53.7% | $4,869+73.7% |
| Participant deferral / active EE | $8,433 | $5,550+52.0% | $4,871+73.1% | $5,287+59.5% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |