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 6-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 | $399,344 | $209,832+90.3% | $189,513+110.7% | $167,490+138.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.98% | 748.27%-740.3pp | 555.15%-547.2pp | 478.56%-470.6pp |
| Employer contribution / active EE | $6,162 | $6,914-10.9% | $6,1620% | $4,837+27.4% |
| Participant deferral / active EE | $15,268 | $8,935+70.9% | $8,221+85.7% | $6,341+140.8% |
| Admin fee / account holder | $243 | $14,293-98.3% | $12,045-98.0% | $12,309-98.0% |