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 | $434,539 | $165,912+161.9% | $122,332+255.2% | $147,584+194.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 4.57% | 34.55%-30.0pp | 30.27%-25.7pp | 578.55%-574.0pp |
| Employer contribution / active EE | $10,000 | $5,754+73.8% | $4,050+146.9% | $4,876+105.1% |
| Participant deferral / active EE | $24,000 | $4,005+499.2% | $3,287+630.2% | $5,439+341.3% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |