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 | $321,727 | $111,724+188.0% | $93,606+243.7% | $145,922+120.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.00% | 202.98%-197.0pp | 133.20%-127.2pp | 561.29%-555.3pp |
| Employer contribution / active EE | $9,500 | $3,090+207.5% | $2,420+292.6% | $4,660+103.9% |
| Participant deferral / active EE | $24,000 | $4,912+388.6% | $4,411+444.1% | $6,688+258.9% |
| Admin fee / account holder | $140 | $10,250-98.6% | $8,285-98.3% | $13,397-99.0% |