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 | $312,710 | $183,519+70.4% | $155,509+101.1% | $145,922+114.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.63% | 61.17%-59.5pp | 64.67%-63.0pp | 561.29%-559.7pp |
| Employer contribution / active EE | $4,019 | $5,313-24.4% | $4,672-14.0% | $4,660-13.8% |
| Participant deferral / active EE | $11,215 | $6,462+73.5% | $5,626+99.3% | $6,688+67.7% |
| Admin fee / account holder | $300 | $19,313-98.4% | $15,912-98.1% | $13,397-97.8% |