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 7-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 | $390,609 | $159,901+144.3% | $146,958+165.8% | $145,922+167.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.43% | 98.13%-88.7pp | 418.34%-408.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $20,315 | $5,286+284.3% | $4,933+311.8% | $4,660+336.0% |
| Participant deferral / active EE | $16,719 | $8,428+98.4% | $8,070+107.2% | $6,688+150.0% |
| Admin fee / account holder | $289 | $15,044-98.1% | $12,998-97.8% | $13,397-97.8% |