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 | $304,697 | $214,378+42.1% | $200,582+51.9% | $142,382+114.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.64% | 46.41%-34.8pp | 42.33%-30.7pp | 217.08%-205.4pp |
| Employer contribution / active EE | $28,016 | $6,841+309.5% | $6,419+336.5% | $4,299+551.7% |
| Participant deferral / active EE | $15,390 | $9,865+56.0% | $9,331+64.9% | $6,507+136.5% |
| Admin fee / account holder | $39 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |