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 | $325,581 | $153,772+111.7% | $133,980+143.0% | $273,961+18.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -0.15% | 36.51%-36.7pp | 29.30%-29.5pp | 41.45%-41.6pp |
| Employer contribution / active EE | $16,845 | $6,029+179.4% | $5,211+223.2% | $4,869+246.0% |
| Participant deferral / active EE | $14,950 | $6,958+114.8% | $6,282+138.0% | $5,287+182.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |