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 | $460,860 | $177,572+159.5% | $154,803+197.7% | $142,382+223.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.73% | 65.07%-54.3pp | 58.88%-48.1pp | 217.08%-206.3pp |
| Employer contribution / active EE | $6,549 | $4,810+36.1% | $4,305+52.1% | $4,299+52.3% |
| Participant deferral / active EE | $3,847 | $6,272-38.7% | $5,540-30.6% | $6,507-40.9% |
| Admin fee / account holder | -$176 | $16,786-101.0% | $14,329-101.2% | $12,624-101.4% |