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 | $439,469 | $201,272+118.3% | $184,203+138.6% | $145,922+201.2% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 4.37% | 29.00%-24.6pp | 28.81%-24.4pp | 561.29%-556.9pp |
| Employer contribution / active EE | $2,010 | $7,022-71.4% | $6,427-68.7% | $4,660-56.9% |
| Participant deferral / active EE | $10,474 | $9,806+6.8% | $9,131+14.7% | $6,688+56.6% |
| Admin fee / account holder | $11 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |