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 | $1,680,144 | $154,365+988.4% | $130,231+1190.1% | $139,434+1105.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | -7.13% | 30.34%-37.5pp | 38.77%-45.9pp | 372.94%-380.1pp |
| Employer contribution / active EE | $24,452 | $5,170+373.0% | $4,126+492.7% | $4,751+414.7% |
| Participant deferral / active EE | $17,703 | $8,498+108.3% | $6,799+160.4% | $6,710+163.8% |
| Admin fee / account holder | $42 | $9,214-99.5% | $6,020-99.3% | $11,403-99.6% |