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 | $274,756 | $159,602+72.2% | $150,045+83.1% | $142,382+93.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.28% | 70.24%-60.0pp | 62.55%-52.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,582 | $4,961-47.9% | $4,693-45.0% | $4,299-39.9% |
| Participant deferral / active EE | $10,565 | $8,310+27.1% | $7,997+32.1% | $6,507+62.4% |
| Admin fee / account holder | $254 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |