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 | $329,739 | $197,591+66.9% | $177,821+85.4% | $158,922+107.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.25% | 58.76%-53.5pp | 48.32%-43.1pp | 302.83%-297.6pp |
| Employer contribution / active EE | $5,082 | $6,697-24.1% | $5,918-14.1% | $4,761+6.7% |
| Participant deferral / active EE | $19,200 | $8,405+128.4% | $7,714+148.9% | $5,982+221.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |