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 | $431,248 | $179,726+139.9% | $156,263+176.0% | $142,382+202.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 3.62% | 77.86%-74.2pp | 59.47%-55.8pp | 217.08%-213.5pp |
| Employer contribution / active EE | $6,126 | $5,069+20.8% | $4,333+41.4% | $4,299+42.5% |
| Participant deferral / active EE | $9,763 | $6,956+40.3% | $6,158+58.5% | $6,507+50.0% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |