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 | $256,178 | $85,766+198.7% | $136,294+88.0% | $70,131+265.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.23% | 31.45%-18.2pp | 5155.94%-5142.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $6,381 | $2,966+115.1% | $4,695+35.9% | $2,342+172.4% |
| Participant deferral / active EE | $6,640 | $5,051+31.5% | $6,247+6.3% | $3,332+99.3% |
| Admin fee / account holder | $188 | $5,420-96.5% | $9,243-98.0% | $4,645-96.0% |