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 | $384,128 | $111,724+243.8% | $93,606+310.4% | $145,922+163.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 4.45% | 202.98%-198.5pp | 133.20%-128.7pp | 561.29%-556.8pp |
| Employer contribution / active EE | $3,086 | $3,090-0.1% | $2,420+27.5% | $4,660-33.8% |
| Participant deferral / active EE | $12,176 | $4,912+147.9% | $4,411+176.0% | $6,688+82.1% |
| Admin fee / account holder | $161 | $10,250-98.4% | $8,285-98.1% | $13,397-98.8% |