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 | $280,969 | $176,056+59.6% | $159,436+76.2% | $167,490+67.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.07% | 331.75%-327.7pp | 263.57%-259.5pp | 478.56%-474.5pp |
| Employer contribution / active EE | $8,652 | $5,297+63.3% | $4,829+79.2% | $4,837+78.9% |
| Participant deferral / active EE | $6,770 | $7,750-12.6% | $7,352-7.9% | $6,341+6.8% |
| Admin fee / account holder | $79 | $12,554-99.4% | $10,799-99.3% | $12,309-99.4% |