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 | $316,509 | $227,553+39.1% | $189,557+67.0% | $167,490+89.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 4.35% | 78.40%-74.0pp | 64.17%-59.8pp | 478.56%-474.2pp |
| Employer contribution / active EE | $4,333 | $5,316-18.5% | $4,412-1.8% | $4,837-10.4% |
| Participant deferral / active EE | $8,581 | $7,002+22.5% | $6,174+39.0% | $6,341+35.3% |
| Admin fee / account holder | $23 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |