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 | $275,103 | $176,056+56.3% | $159,436+72.5% | $167,490+64.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.84% | 331.75%-322.9pp | 263.57%-254.7pp | 478.56%-469.7pp |
| Employer contribution / active EE | $10,932 | $5,297+106.4% | $4,829+126.4% | $4,837+126.0% |
| Participant deferral / active EE | $8,986 | $7,750+16.0% | $7,352+22.2% | $6,341+41.7% |
| Admin fee / account holder | $150 | $12,554-98.8% | $10,799-98.6% | $12,309-98.8% |