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 | $380,040 | $85,202+346.0% | $172,739+120.0% | $72,985+420.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.46% | 27.32%-22.9pp | 802.84%-798.4pp | 81.00%-76.5pp |
| Employer contribution / active EE | $15,962 | $3,324+380.1% | $5,143+210.4% | $2,440+554.2% |
| Participant deferral / active EE | $17,868 | $3,260+448.1% | $5,198+243.8% | $3,607+395.3% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |