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 7-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 | $271,486 | $185,822+46.1% | $169,993+59.7% | $139,434+94.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.22% | 60.50%-56.3pp | 53.37%-49.2pp | 372.94%-368.7pp |
| Employer contribution / active EE | $34,942 | $7,590+360.4% | $6,785+415.0% | $4,751+635.5% |
| Participant deferral / active EE | $20,000 | $11,622+72.1% | $10,408+92.2% | $6,710+198.1% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |