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 | $431,765 | $100,852+328.1% | $90,404+377.6% | $158,922+171.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.78% | 1724.20%-1722.4pp | 1293.02%-1291.2pp | 302.83%-301.0pp |
| Employer contribution / active EE | $8,276 | $3,689+124.4% | $3,262+153.7% | $4,761+73.8% |
| Participant deferral / active EE | $14,166 | $4,348+225.8% | $3,963+257.4% | $5,982+136.8% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |