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 | $323,123 | $94,338+242.5% | $100,534+221.4% | $142,382+126.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 80.6%-5.6pp | 80.1%-5.1pp |
| Annual return | 11.44% | 29.20%-17.8pp | 32.66%-21.2pp | 217.08%-205.6pp |
| Employer contribution / active EE | $4,728 | $4,237+11.6% | $4,346+8.8% | $4,299+10.0% |
| Participant deferral / active EE | $5,137 | $5,934-13.4% | $6,144-16.4% | $6,507-21.1% |
| Admin fee / account holder | $7 | $8,421-99.9% | $7,654-99.9% | $12,624-99.9% |