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 | $271,381 | $106,515+154.8% | $96,683+180.7% | $139,434+94.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 1.72% | 38.43%-36.7pp | 35.69%-34.0pp | 372.94%-371.2pp |
| Employer contribution / active EE | $3,391 | $4,103-17.4% | $3,737-9.3% | $4,751-28.6% |
| Participant deferral / active EE | $8,609 | $5,454+57.8% | $4,878+76.5% | $6,710+28.3% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |