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 | $421,287 | $158,398+166.0% | $126,539+232.9% | $142,382+195.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 7.06% | 593.76%-586.7pp | 425.95%-418.9pp | 217.08%-210.0pp |
| Employer contribution / active EE | $2,475 | $4,650-46.8% | $3,674-32.6% | $4,299-42.4% |
| Participant deferral / active EE | $8,800 | $4,767+84.6% | $4,083+115.5% | $6,507+35.2% |
| Admin fee / account holder | $25 | $6,918-99.6% | $6,065-99.6% | $12,624-99.8% |