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 8-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 | $504,892 | $165,335+205.4% | $149,696+237.3% | $158,922+217.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.49% | 348.15%-344.7pp | 276.60%-273.1pp | 302.83%-299.3pp |
| Employer contribution / active EE | $37,500 | $5,103+634.9% | $4,644+707.4% | $4,761+687.6% |
| Participant deferral / active EE | $21,667 | $7,181+201.7% | $6,842+216.7% | $5,982+262.2% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |