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 | $293,375 | $150,440+95.0% | $136,294+115.3% | $147,584+98.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.03% | 1049.08%-1045.1pp | 5155.94%-5151.9pp | 578.55%-574.5pp |
| Employer contribution / active EE | $3,296 | $5,256-37.3% | $4,695-29.8% | $4,876-32.4% |
| Participant deferral / active EE | $11,124 | $6,630+67.8% | $6,247+78.1% | $5,439+104.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |