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 | $449,703 | $183,519+145.0% | $155,509+189.2% | $145,922+208.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 7.48% | 61.17%-53.7pp | 64.67%-57.2pp | 561.29%-553.8pp |
| Employer contribution / active EE | $19,327 | $5,313+263.8% | $4,672+313.6% | $4,660+314.8% |
| Participant deferral / active EE | $23,704 | $6,462+266.8% | $5,626+321.3% | $6,688+254.4% |
| Admin fee / account holder | $12 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |