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 | $286,886 | $214,378+33.8% | $200,582+43.0% | $142,382+101.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.12% | 46.41%-37.3pp | 42.33%-33.2pp | 217.08%-208.0pp |
| Employer contribution / active EE | $18,381 | $6,841+168.7% | $6,419+186.4% | $4,299+327.5% |
| Participant deferral / active EE | $13,618 | $9,865+38.1% | $9,331+45.9% | $6,507+109.3% |
| Admin fee / account holder | $276 | $17,692-98.4% | $16,305-98.3% | $12,624-97.8% |