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 | $747,243 | $107,934+592.3% | $91,989+712.3% | $152,861+388.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 12.73% | 89.24%-76.5pp | 69.02%-56.3pp | 345.32%-332.6pp |
| Employer contribution / active EE | $18,161 | $4,210+331.4% | $3,452+426.1% | $4,762+281.4% |
| Participant deferral / active EE | $16,750 | $6,364+163.2% | $5,923+182.8% | $5,850+186.3% |
| Admin fee / account holder | $98 | $10,520-99.1% | $7,743-98.7% | $11,596-99.2% |