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 8-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 | $290,352 | $84,149+245.0% | $76,080+281.6% | $167,490+73.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 7.46% | 54.99%-47.5pp | 42.50%-35.0pp | 478.56%-471.1pp |
| Employer contribution / active EE | $4,833 | $4,618+4.6% | $3,962+22.0% | $4,837-0.1% |
| Participant deferral / active EE | $15,863 | $5,796+173.7% | $4,905+223.4% | $6,341+150.1% |
| Admin fee / account holder | $211 | $6,410-96.7% | $4,883-95.7% | $12,309-98.3% |