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 | $280,641 | $209,832+33.7% | $189,513+48.1% | $167,490+67.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.77% | 748.27%-742.5pp | 555.15%-549.4pp | 478.56%-472.8pp |
| Employer contribution / active EE | $6,983 | $6,914+1.0% | $6,162+13.3% | $4,837+44.4% |
| Participant deferral / active EE | $8,315 | $8,935-6.9% | $8,221+1.1% | $6,341+31.1% |
| Admin fee / account holder | $44 | $14,293-99.7% | $12,045-99.6% | $12,309-99.6% |