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 | $519,395 | $80,717+543.5% | $154,803+235.5% | $84,808+512.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.85% | 37.96%-26.1pp | 58.88%-47.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $15,591 | $2,761+464.6% | $4,305+262.1% | $2,631+492.6% |
| Participant deferral / active EE | $10,351 | $3,303+213.4% | $5,540+86.8% | $4,212+145.8% |
| Admin fee / account holder | $288 | $6,746-95.7% | $14,329-98.0% | $7,344-96.1% |