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 | $340,363 | $202,318+68.2% | $172,739+97.0% | $152,861+122.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.67% | 1029.65%-1027.0pp | 802.84%-800.2pp | 345.32%-342.6pp |
| Employer contribution / active EE | $9,000 | $5,856+53.7% | $5,143+75.0% | $4,762+89.0% |
| Participant deferral / active EE | $3,500 | $5,948-41.2% | $5,198-32.7% | $5,850-40.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |