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 | $474,600 | $181,894+160.9% | $156,549+203.2% | $273,961+73.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.16% | 30.74%-28.6pp | 32.23%-30.1pp | 41.45%-39.3pp |
| Employer contribution / active EE | $7,250 | $6,248+16.0% | $5,501+31.8% | $4,869+48.9% |
| Participant deferral / active EE | $12,175 | $5,550+119.4% | $4,871+149.9% | $5,287+130.3% |
| Admin fee / account holder | $12 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |