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 | $338,267 | $118,680+185.0% | $98,907+242.0% | $158,922+112.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 4.28% | 372.35%-368.1pp | 196.43%-192.1pp | 302.83%-298.5pp |
| Employer contribution / active EE | $4,580 | $3,333+37.4% | $2,689+70.3% | $4,761-3.8% |
| Participant deferral / active EE | $6,703 | $5,088+31.7% | $4,244+57.9% | $5,982+12.0% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |