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 | $262,300 | $209,832+25.0% | $189,513+38.4% | $167,490+56.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.85% | 748.27%-741.4pp | 555.15%-548.3pp | 478.56%-471.7pp |
| Employer contribution / active EE | $8,492 | $6,914+22.8% | $6,162+37.8% | $4,837+75.6% |
| Participant deferral / active EE | $24,178 | $8,935+170.6% | $8,221+194.1% | $6,341+281.3% |
| Admin fee / account holder | $96 | $14,293-99.3% | $12,045-99.2% | $12,309-99.2% |