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 | $314,897 | $111,301+182.9% | $112,977+178.7% | $158,922+98.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 5.27% | 26.40%-21.1pp | 24.24%-19.0pp | 302.83%-297.6pp |
| Employer contribution / active EE | $2,212 | $4,471-50.5% | $4,255-48.0% | $4,761-53.5% |
| Participant deferral / active EE | $17,333 | $5,880+194.8% | $5,836+197.0% | $5,982+189.8% |
| Admin fee / account holder | $50 | $8,392-99.4% | $6,294-99.2% | $11,246-99.6% |