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 | $265,348 | $84,233+215.0% | $170,442+55.7% | $70,131+278.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.73% | 23.06%-12.3pp | 205.93%-195.2pp | 73.14%-62.4pp |
| Employer contribution / active EE | $2,885 | $3,387-14.8% | $5,433-46.9% | $2,342+23.1% |
| Participant deferral / active EE | $1,630 | $3,086-47.2% | $4,939-67.0% | $3,332-51.1% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |