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 | $351,124 | $165,984+111.5% | $164,813+113.0% | $145,922+140.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.31% | 100.03%-92.7pp | 69.93%-62.6pp | 561.29%-554.0pp |
| Employer contribution / active EE | $11,070 | $5,273+109.9% | $4,341+155.0% | $4,660+137.6% |
| Participant deferral / active EE | $10,032 | $6,959+44.2% | $6,031+66.3% | $6,688+50.0% |
| Admin fee / account holder | $25 | $16,648-99.8% | $12,690-99.8% | $13,397-99.8% |