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 | $751,393 | $99,652+654.0% | $78,778+853.8% | $147,584+409.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 6.49% | 47.28%-40.8pp | 35.62%-29.1pp | 578.55%-572.1pp |
| Employer contribution / active EE | $36,000 | $2,796+1187.7% | $1,986+1713.0% | $4,876+638.3% |
| Participant deferral / active EE | $24,000 | $3,664+555.1% | $2,958+711.3% | $5,439+341.3% |
| Admin fee / account holder | $250 | $7,155-96.5% | $5,134-95.1% | $10,885-97.7% |