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 | $583,979 | $112,881+417.3% | $90,951+542.1% | $158,922+267.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 1.99% | 215.79%-213.8pp | 134.60%-132.6pp | 302.83%-300.8pp |
| Employer contribution / active EE | $12,716 | $2,893+339.5% | $2,122+499.2% | $4,761+167.1% |
| Participant deferral / active EE | $25,084 | $4,128+507.7% | $3,373+643.7% | $5,982+319.3% |
| Admin fee / account holder | $36 | $8,041-99.6% | $5,959-99.4% | $11,246-99.7% |