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 | $268,829 | $110,809+142.6% | $86,874+209.4% | $167,490+60.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 7.05% | 116.98%-109.9pp | 63.52%-56.5pp | 478.56%-471.5pp |
| Employer contribution / active EE | $12,500 | $3,244+285.3% | $2,495+400.9% | $4,837+158.4% |
| Participant deferral / active EE | $0 | $4,546-100.0% | $3,699-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |