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 | $312,620 | $214,378+45.8% | $200,582+55.9% | $142,382+119.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 2.35% | 46.41%-44.1pp | 42.33%-40.0pp | 217.08%-214.7pp |
| Employer contribution / active EE | $8,686 | $6,841+27.0% | $6,419+35.3% | $4,299+102.0% |
| Participant deferral / active EE | $5,095 | $9,865-48.3% | $9,331-45.4% | $6,507-21.7% |
| Admin fee / account holder | $33 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |