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 | $286,904 | $176,056+63.0% | $159,436+79.9% | $167,490+71.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.54% | 331.75%-326.2pp | 263.57%-258.0pp | 478.56%-473.0pp |
| Employer contribution / active EE | $12,329 | $5,297+132.8% | $4,829+155.3% | $4,837+154.9% |
| Participant deferral / active EE | $8,583 | $7,750+10.7% | $7,352+16.7% | $6,341+35.3% |
| Admin fee / account holder | $167 | $12,554-98.7% | $10,799-98.5% | $12,309-98.6% |