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 | $250,136 | $111,724+123.9% | $93,606+167.2% | $145,922+71.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 6.42% | 202.98%-196.6pp | 133.20%-126.8pp | 561.29%-554.9pp |
| Employer contribution / active EE | $3,333 | $3,090+7.9% | $2,420+37.7% | $4,660-28.5% |
| Participant deferral / active EE | $12,520 | $4,912+154.9% | $4,411+183.8% | $6,688+87.2% |
| Admin fee / account holder | $42 | $10,250-99.6% | $8,285-99.5% | $13,397-99.7% |