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 | $735,532 | $95,266+672.1% | $82,389+792.8% | $142,382+416.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 10.21% | 25.74%-15.5pp | 28.67%-18.5pp | 217.08%-206.9pp |
| Employer contribution / active EE | $22,316 | $2,991+646.1% | $2,517+786.6% | $4,299+419.1% |
| Participant deferral / active EE | $11,810 | $4,809+145.6% | $4,155+184.3% | $6,507+81.5% |
| Admin fee / account holder | $19 | $8,563-99.8% | $7,231-99.7% | $12,624-99.9% |