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 | $419,966 | $114,381+267.2% | $107,525+290.6% | $142,382+195.0% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 4.68% | 242.71%-238.0pp | 181.32%-176.6pp | 217.08%-212.4pp |
| Employer contribution / active EE | $10,324 | $4,015+157.2% | $3,754+175.0% | $4,299+140.1% |
| Participant deferral / active EE | $8,795 | $5,564+58.1% | $5,116+71.9% | $6,507+35.2% |
| Admin fee / account holder | $3 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |