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 | $323,351 | $175,202+84.6% | $149,673+116.0% | $139,434+131.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.96% | 166.71%-160.8pp | 134.42%-128.5pp | 372.94%-367.0pp |
| Employer contribution / active EE | $7,862 | $5,474+43.6% | $4,818+63.2% | $4,751+65.5% |
| Participant deferral / active EE | $6,984 | $6,519+7.1% | $5,680+23.0% | $6,710+4.1% |
| Admin fee / account holder | $12 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |