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 | $310,333 | $116,175+167.1% | $93,606+231.5% | $152,861+103.0% |
| Participation rate | 78.6% | 78.0%+0.5pp | 75.8%+2.7pp | 82.4%-3.9pp |
| Annual return | 4.52% | 35.96%-31.4pp | 32.76%-28.2pp | 345.32%-340.8pp |
| Employer contribution / active EE | $3,862 | $3,218+20.0% | $2,718+42.1% | $4,762-18.9% |
| Participant deferral / active EE | $8,611 | $4,603+87.1% | $4,069+111.6% | $5,850+47.2% |
| Admin fee / account holder | $8 | $10,748-99.9% | $7,888-99.9% | $11,596-99.9% |