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 | $478,671 | $95,266+402.5% | $82,389+481.0% | $142,382+236.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 6.68% | 25.74%-19.1pp | 28.67%-22.0pp | 217.08%-210.4pp |
| Employer contribution / active EE | $14,835 | $2,991+396.0% | $2,517+489.4% | $4,299+245.1% |
| Participant deferral / active EE | $19,526 | $4,809+306.0% | $4,155+370.0% | $6,507+200.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |