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 | $269,675 | $153,772+75.4% | $133,980+101.3% | $273,961-1.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.93% | 36.51%-35.6pp | 29.30%-28.4pp | 41.45%-40.5pp |
| Employer contribution / active EE | $8,011 | $6,029+32.9% | $5,211+53.7% | $4,869+64.5% |
| Participant deferral / active EE | $16,561 | $6,958+138.0% | $6,282+163.6% | $5,287+213.2% |
| Admin fee / account holder | $33 | $11,765-99.7% | $9,324-99.6% | $10,132-99.7% |