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 | $457,812 | $88,751+415.8% | $81,812+459.6% | $145,922+213.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 4.56% | 1025.40%-1020.8pp | 773.79%-769.2pp | 561.29%-556.7pp |
| Employer contribution / active EE | $8,769 | $3,083+184.4% | $2,912+201.1% | $4,660+88.2% |
| Participant deferral / active EE | $20,333 | $4,643+337.9% | $4,319+370.8% | $6,688+204.0% |
| Admin fee / account holder | $224 | $8,415-97.3% | $7,386-97.0% | $13,397-98.3% |