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 | $259,647 | $209,411+24.0% | $178,490+45.5% | $158,922+63.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.47% | 188.75%-184.3pp | 151.07%-146.6pp | 302.83%-298.4pp |
| Employer contribution / active EE | $26,250 | $5,706+360.0% | $5,011+423.9% | $4,761+451.3% |
| Participant deferral / active EE | $22,750 | $5,954+282.1% | $5,202+337.4% | $5,982+280.3% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |