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 | $290,004 | $108,919+166.3% | $100,391+188.9% | $145,922+98.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.83% | 57.88%-48.1pp | 49.20%-39.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $4,865 | $4,419+10.1% | $3,942+23.4% | $4,660+4.4% |
| Participant deferral / active EE | $20,450 | $8,445+142.2% | $8,082+153.0% | $6,688+205.8% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |