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 | $669,433 | $99,341+573.9% | $84,750+689.9% | $273,961+144.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.91% | 22.93%-21.0pp | 22.78%-20.9pp | 41.45%-39.5pp |
| Employer contribution / active EE | $10,433 | $4,214+147.6% | $3,574+191.9% | $4,869+114.3% |
| Participant deferral / active EE | $10,529 | $4,269+146.6% | $3,712+183.7% | $5,287+99.1% |
| Admin fee / account holder | $120 | $6,644-98.2% | $5,332-97.8% | $10,132-98.8% |