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 | $318,876 | $88,751+259.3% | $81,812+289.8% | $145,922+118.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 2.33% | 1025.40%-1023.1pp | 773.79%-771.5pp | 561.29%-559.0pp |
| Employer contribution / active EE | $10,238 | $3,083+232.0% | $2,912+251.5% | $4,660+119.7% |
| Participant deferral / active EE | $7,970 | $4,643+71.7% | $4,319+84.6% | $6,688+19.2% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |