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 8-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 | $426,821 | $165,335+158.2% | $149,696+185.1% | $158,922+168.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.98% | 348.15%-340.2pp | 276.60%-268.6pp | 302.83%-294.8pp |
| Employer contribution / active EE | $13,413 | $5,103+162.9% | $4,644+188.8% | $4,761+181.7% |
| Participant deferral / active EE | $10,105 | $7,181+40.7% | $6,842+47.7% | $5,982+68.9% |
| Admin fee / account holder | $61 | $10,807-99.4% | $9,309-99.3% | $11,246-99.5% |