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 | $457,346 | $127,386+259.0% | $115,037+297.6% | $125,391+264.7% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -4.33% | 31.28%-35.6pp | 26.14%-30.5pp | 282.22%-286.6pp |
| Employer contribution / active EE | $9,596 | $5,166+85.8% | $4,608+108.3% | $4,866+97.2% |
| Participant deferral / active EE | $10,375 | $6,423+61.5% | $6,026+72.2% | $5,352+93.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |