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 | $287,486 | $106,515+169.9% | $96,683+197.3% | $139,434+106.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | -8.22% | 38.43%-46.6pp | 35.69%-43.9pp | 372.94%-381.2pp |
| Employer contribution / active EE | $3,827 | $4,103-6.7% | $3,737+2.4% | $4,751-19.5% |
| Participant deferral / active EE | $9,576 | $5,454+75.6% | $4,878+96.3% | $6,710+42.7% |
| Admin fee / account holder | $31 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |