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 | $267,439 | $217,402+23.0% | $185,823+43.9% | $167,490+59.7% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 1.30% | 148.36%-147.1pp | 122.05%-120.7pp | 478.56%-477.3pp |
| Employer contribution / active EE | $6,228 | $5,873+6.0% | $5,167+20.5% | $4,837+28.7% |
| Participant deferral / active EE | $3,593 | $6,356-43.5% | $5,568-35.5% | $6,341-43.3% |
| Admin fee / account holder | $50 | $19,811-99.7% | $16,237-99.7% | $12,309-99.6% |