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 | $274,574 | $165,335+66.1% | $149,696+83.4% | $158,922+72.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.28% | 348.15%-345.9pp | 276.60%-274.3pp | 302.83%-300.5pp |
| Employer contribution / active EE | $4,003 | $5,103-21.6% | $4,644-13.8% | $4,761-15.9% |
| Participant deferral / active EE | $5,994 | $7,181-16.5% | $6,842-12.4% | $5,982+0.2% |
| Admin fee / account holder | $279 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |