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 | $266,473 | $107,334+148.3% | $92,893+186.9% | $152,861+74.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 11.48% | 145.58%-134.1pp | 109.41%-97.9pp | 345.32%-333.8pp |
| Employer contribution / active EE | $10,780 | $4,221+155.4% | $3,653+195.1% | $4,762+126.4% |
| Participant deferral / active EE | $5,476 | $4,845+13.0% | $4,236+29.3% | $5,850-6.4% |
| Admin fee / account holder | $33 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |