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 | $270,969 | $96,557+180.6% | $80,975+234.6% | $273,961-1.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 2.61% | 15.14%-12.5pp | 17.10%-14.5pp | 41.45%-38.8pp |
| Employer contribution / active EE | $5,195 | $4,868+6.7% | $3,714+39.9% | $4,869+6.7% |
| Participant deferral / active EE | $13,681 | $6,598+107.4% | $5,696+140.2% | $5,287+158.8% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |