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 3-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 | $426,765 | $161,701+163.9% | - | $142,382+199.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | - | 80.1%+19.9pp |
| Annual return | 0.97% | 549.36%-548.4pp | - | 217.08%-216.1pp |
| Employer contribution / active EE | $0 | $4,438-100.0% | - | $4,299-100.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | - | $6,507-100.0% |
| Admin fee / account holder | $275 | $9,598-97.1% | - | $12,624-97.8% |