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 | $440,273 | $176,056+150.1% | $159,436+176.1% | $167,490+162.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.49% | 331.75%-324.3pp | 263.57%-256.1pp | 478.56%-471.1pp |
| Employer contribution / active EE | $12,612 | $5,297+138.1% | $4,829+161.2% | $4,837+160.7% |
| Participant deferral / active EE | $6,892 | $7,750-11.1% | $7,352-6.3% | $6,341+8.7% |
| Admin fee / account holder | $14 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |