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 | $427,218 | $100,773+323.9% | $88,946+380.3% | $142,382+200.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 9.82% | 70.18%-60.4pp | 57.82%-48.0pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,292 | $2,918-21.5% | $2,555-10.3% | $4,299-46.7% |
| Participant deferral / active EE | $6,475 | $5,230+23.8% | $4,581+41.3% | $6,507-0.5% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |