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 | $462,119 | $214,378+115.6% | $200,582+130.4% | $142,382+224.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 7.85% | 46.41%-38.6pp | 42.33%-34.5pp | 217.08%-209.2pp |
| Employer contribution / active EE | $8,109 | $6,841+18.5% | $6,419+26.3% | $4,299+88.6% |
| Participant deferral / active EE | $23,083 | $9,865+134.0% | $9,331+147.4% | $6,507+254.7% |
| Admin fee / account holder | $145 | $17,692-99.2% | $16,305-99.1% | $12,624-98.9% |