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 | $448,772 | $183,519+144.5% | $155,509+188.6% | $145,922+207.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.54% | 61.17%-53.6pp | 64.67%-57.1pp | 561.29%-553.7pp |
| Employer contribution / active EE | $6,104 | $5,313+14.9% | $4,672+30.6% | $4,660+31.0% |
| Participant deferral / active EE | $5,163 | $6,462-20.1% | $5,626-8.2% | $6,688-22.8% |
| Admin fee / account holder | $48 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |