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 | $418,594 | $132,239+216.5% | $105,722+295.9% | $273,961+52.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | -1.77% | 10.07%-11.8pp | 12.25%-14.0pp | 41.45%-43.2pp |
| Employer contribution / active EE | $14,250 | $4,867+192.8% | $4,079+249.4% | $4,869+192.7% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6 | $12,032-100.0% | $8,308-99.9% | $10,132-99.9% |