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 | $282,922 | $185,822+52.3% | $169,993+66.4% | $139,434+102.9% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 10.64% | 60.50%-49.9pp | 53.37%-42.7pp | 372.94%-362.3pp |
| Employer contribution / active EE | $1,790 | $7,590-76.4% | $6,785-73.6% | $4,751-62.3% |
| Participant deferral / active EE | $3,370 | $11,622-71.0% | $10,408-67.6% | $6,710-49.8% |
| Admin fee / account holder | $12 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |