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 | $301,737 | $185,822+62.4% | $169,993+77.5% | $139,434+116.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 1.67% | 60.50%-58.8pp | 53.37%-51.7pp | 372.94%-371.3pp |
| Employer contribution / active EE | $24,192 | $7,590+218.7% | $6,785+256.5% | $4,751+409.2% |
| Participant deferral / active EE | $26,000 | $11,622+123.7% | $10,408+149.8% | $6,710+287.5% |
| Admin fee / account holder | $64 | $15,381-99.6% | $12,815-99.5% | $11,403-99.4% |