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 | $428,086 | $96,635+343.0% | $86,612+394.3% | $139,434+207.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.01% | 106.41%-99.4pp | 591.07%-584.1pp | 372.94%-365.9pp |
| Employer contribution / active EE | $11,800 | $3,263+261.6% | $3,022+290.4% | $4,751+148.4% |
| Participant deferral / active EE | $26,250 | $4,836+442.8% | $4,438+491.5% | $6,710+291.2% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |