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 | $326,766 | $209,411+56.0% | $178,490+83.1% | $158,922+105.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.16% | 188.75%-184.6pp | 151.07%-146.9pp | 302.83%-298.7pp |
| Employer contribution / active EE | $13,708 | $5,706+140.2% | $5,011+173.6% | $4,761+187.9% |
| Participant deferral / active EE | $9,403 | $5,954+57.9% | $5,202+80.8% | $5,982+57.2% |
| Admin fee / account holder | $83 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |