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 | $479,289 | $176,056+172.2% | $159,436+200.6% | $167,490+186.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.65% | 331.75%-328.1pp | 263.57%-259.9pp | 478.56%-474.9pp |
| Employer contribution / active EE | $22,836 | $5,297+331.1% | $4,829+372.9% | $4,837+372.1% |
| Participant deferral / active EE | $10,509 | $7,750+35.6% | $7,352+42.9% | $6,341+65.7% |
| Admin fee / account holder | $40 | $12,554-99.7% | $10,799-99.6% | $12,309-99.7% |