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 | $464,197 | $74,888+519.9% | $71,209+551.9% | $142,382+226.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 6.04% | 345.14%-339.1pp | 282.51%-276.5pp | 217.08%-211.0pp |
| Employer contribution / active EE | $30,272 | $2,854+960.6% | $2,721+1012.5% | $4,299+604.1% |
| Participant deferral / active EE | $12,455 | $4,454+179.6% | $4,175+198.3% | $6,507+91.4% |
| Admin fee / account holder | $41 | $5,568-99.3% | $5,349-99.2% | $12,624-99.7% |