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 | $374,229 | $96,305+288.6% | $80,569+364.5% | $139,434+168.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 9.62% | 1350.08%-1340.5pp | 935.43%-925.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $15,000 | $3,262+359.8% | $2,723+450.8% | $4,751+215.7% |
| Participant deferral / active EE | $31,388 | $5,232+499.9% | $4,447+605.7% | $6,710+367.8% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |