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 | $274,202 | $157,256+74.4% | $141,162+94.2% | $152,861+79.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1.68% | 64.32%-62.6pp | 71.39%-69.7pp | 345.32%-343.6pp |
| Employer contribution / active EE | $5,496 | $5,261+4.5% | $4,735+16.1% | $4,762+15.4% |
| Participant deferral / active EE | $12,369 | $7,109+74.0% | $6,709+84.4% | $5,850+111.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |