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 | $307,504 | $105,126+192.5% | $94,646+224.9% | $139,434+120.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.23% | 38.03%-25.8pp | 156.71%-144.5pp | 372.94%-360.7pp |
| Employer contribution / active EE | $7,221 | $4,106+75.9% | $3,672+96.6% | $4,751+52.0% |
| Participant deferral / active EE | $6,263 | $7,599-17.6% | $7,418-15.6% | $6,710-6.7% |
| Admin fee / account holder | $50 | $8,984-99.4% | $7,231-99.3% | $11,403-99.6% |