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 | $398,119 | $209,411+90.1% | $178,490+123.0% | $158,922+150.5% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 1.97% | 188.75%-186.8pp | 151.07%-149.1pp | 302.83%-300.9pp |
| Employer contribution / active EE | $10,714 | $5,706+87.8% | $5,011+113.8% | $4,761+125.0% |
| Participant deferral / active EE | $7,250 | $5,954+21.8% | $5,202+39.4% | $5,982+21.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |