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 9-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 | $260,652 | $238,490+9.3% | $180,183+44.7% | $142,382+83.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 5.58% | 33.56%-28.0pp | 27.86%-22.3pp | 217.08%-211.5pp |
| Employer contribution / active EE | $4,127 | $6,143-32.8% | $5,039-18.1% | $4,299-4.0% |
| Participant deferral / active EE | $17,055 | $7,996+113.3% | $6,822+150.0% | $6,507+162.1% |
| Admin fee / account holder | $0 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |