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 | $407,479 | $159,602+155.3% | $150,045+171.6% | $142,382+186.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.78% | 70.24%-58.5pp | 62.55%-50.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $25,960 | $4,961+423.3% | $4,693+453.1% | $4,299+503.8% |
| Participant deferral / active EE | $24,038 | $8,310+189.3% | $7,997+200.6% | $6,507+269.4% |
| Admin fee / account holder | $28 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |