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 | $269,302 | $167,484+60.8% | $151,611+77.6% | $134,475+100.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.84% | 7.80%-30.6pp | 3.33%-26.2pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,375 | $6,829-65.2% | $6,166-61.5% | $4,740-49.9% |
| Participant deferral / active EE | $22,667 | $8,986+152.3% | $8,363+171.0% | $6,400+254.2% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |