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 | $343,121 | $201,272+70.5% | $184,203+86.3% | $145,922+135.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.72% | 29.00%-21.3pp | 28.81%-21.1pp | 561.29%-553.6pp |
| Employer contribution / active EE | $3,740 | $7,022-46.7% | $6,427-41.8% | $4,660-19.7% |
| Participant deferral / active EE | $9,450 | $9,806-3.6% | $9,131+3.5% | $6,688+41.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |