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 | $312,890 | $105,998+195.2% | $92,233+239.2% | $147,584+112.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.46% | 50.05%-43.6pp | 176.28%-169.8pp | 578.55%-572.1pp |
| Employer contribution / active EE | $10,714 | $4,333+147.3% | $3,679+191.2% | $4,876+119.7% |
| Participant deferral / active EE | $7,906 | $4,478+76.6% | $3,897+102.9% | $5,439+45.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |