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 | $340,662 | $124,319+174.0% | $111,297+206.1% | $167,490+103.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | -1.56% | 37.44%-39.0pp | 54.65%-56.2pp | 478.56%-480.1pp |
| Employer contribution / active EE | $7,031 | $3,435+104.7% | $2,731+157.4% | $4,837+45.3% |
| Participant deferral / active EE | $6,310 | $5,180+21.8% | $4,487+40.6% | $6,341-0.5% |
| Admin fee / account holder | $164 | $10,618-98.5% | $7,964-97.9% | $12,309-98.7% |