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 | $298,014 | $180,449+65.2% | $154,107+93.4% | $135,375+120.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.81% | 888.09%-899.9pp | 735.12%-746.9pp | 519.73%-531.5pp |
| Employer contribution / active EE | $7,135 | $6,035+18.2% | $5,298+34.7% | $4,779+49.3% |
| Participant deferral / active EE | $8,684 | $5,806+49.6% | $5,081+70.9% | $5,609+54.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |