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 | $1,014,845 | $176,812+474.0% | $146,665+591.9% | $167,490+505.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.05% | 24.03%-16.0pp | 22.74%-14.7pp | 478.56%-470.5pp |
| Employer contribution / active EE | $49,019 | $5,160+850.0% | $4,136+1085.1% | $4,837+913.3% |
| Participant deferral / active EE | $11,180 | $6,440+73.6% | $5,506+103.1% | $6,341+76.3% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |