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 | $541,160 | $148,978+263.2% | $200,582+169.8% | $84,808+538.1% |
| Participation rate | 90.9% | 84.2%+6.7pp | 86.9%+4.0pp | 68.3%+22.6pp |
| Annual return | 13.14% | 28.16%-15.0pp | 42.33%-29.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $23,591 | $7,142+230.3% | $9,331+152.8% | $4,212+460.2% |
| Admin fee / account holder | $282 | $13,977-98.0% | $16,305-98.3% | $7,344-96.2% |