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 | $287,761 | $112,096+156.7% | $95,952+199.9% | $158,922+81.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 2.02% | 171.09%-169.1pp | 91.61%-89.6pp | 302.83%-300.8pp |
| Employer contribution / active EE | $5,604 | $3,198+75.2% | $2,541+120.6% | $4,761+17.7% |
| Participant deferral / active EE | $6,614 | $4,784+38.3% | $4,167+58.7% | $5,982+10.6% |
| Admin fee / account holder | $142 | $10,130-98.6% | $6,795-97.9% | $11,246-98.7% |