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 | $316,829 | $124,281+154.9% | $109,143+190.3% | $167,490+89.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 6.14% | 26.04%-19.9pp | 25.75%-19.6pp | 478.56%-472.4pp |
| Employer contribution / active EE | $19,375 | $4,207+360.5% | $3,722+420.6% | $4,837+300.5% |
| Participant deferral / active EE | $11,180 | $5,255+112.7% | $4,653+140.3% | $6,341+76.3% |
| Admin fee / account holder | $3 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |