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 | $385,480 | $209,832+83.7% | $189,513+103.4% | $167,490+130.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.70% | 748.27%-742.6pp | 555.15%-549.4pp | 478.56%-472.9pp |
| Employer contribution / active EE | $3,419 | $6,914-50.5% | $6,162-44.5% | $4,837-29.3% |
| Participant deferral / active EE | $16,245 | $8,935+81.8% | $8,221+97.6% | $6,341+156.2% |
| Admin fee / account holder | -$808 | $14,293-105.7% | $12,045-106.7% | $12,309-106.6% |