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 | $261,977 | $98,240+166.7% | $82,313+218.3% | $147,584+77.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.84% | 30.85%-23.0pp | 25.88%-18.0pp | 578.55%-570.7pp |
| Employer contribution / active EE | $6,535 | $3,192+104.8% | $2,428+169.1% | $4,876+34.0% |
| Participant deferral / active EE | $7,550 | $4,383+72.2% | $3,706+103.7% | $5,439+38.8% |
| Admin fee / account holder | $6 | $8,563-99.9% | $5,608-99.9% | $10,885-99.9% |