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 | $290,932 | $159,602+82.3% | $150,045+93.9% | $142,382+104.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.19% | 70.24%-67.0pp | 62.55%-59.4pp | 217.08%-213.9pp |
| Employer contribution / active EE | $16,560 | $4,961+233.8% | $4,693+252.9% | $4,299+285.2% |
| Participant deferral / active EE | $22,450 | $8,310+170.2% | $7,997+180.7% | $6,507+245.0% |
| Admin fee / account holder | $50 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |