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 | $285,980 | $159,602+79.2% | $150,045+90.6% | $142,382+100.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.36% | 70.24%-58.9pp | 62.55%-51.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,534 | $4,961-28.8% | $4,693-24.7% | $4,299-17.8% |
| Participant deferral / active EE | $14,090 | $8,310+69.5% | $7,997+76.2% | $6,507+116.5% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |