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 | $272,744 | $214,378+27.2% | $200,582+36.0% | $142,382+91.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.52% | 46.41%-37.9pp | 42.33%-33.8pp | 217.08%-208.6pp |
| Employer contribution / active EE | $7,204 | $6,841+5.3% | $6,419+12.2% | $4,299+67.6% |
| Participant deferral / active EE | $3,123 | $9,865-68.3% | $9,331-66.5% | $6,507-52.0% |
| Admin fee / account holder | $64 | $17,692-99.6% | $16,305-99.6% | $12,624-99.5% |