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 | $258,301 | $165,335+56.2% | $149,696+72.6% | $158,922+62.5% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 1.60% | 348.15%-346.5pp | 276.60%-275.0pp | 302.83%-301.2pp |
| Employer contribution / active EE | $30,400 | $5,103+495.8% | $4,644+554.6% | $4,761+538.5% |
| Participant deferral / active EE | $14,400 | $7,181+100.5% | $6,842+110.5% | $5,982+140.7% |
| Admin fee / account holder | $264 | $10,807-97.6% | $9,309-97.2% | $11,246-97.7% |