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 | $1,223,448 | $105,859+1055.7% | $90,160+1257.0% | $147,584+729.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 1.64% | 37.63%-36.0pp | 34.88%-33.2pp | 578.55%-576.9pp |
| Employer contribution / active EE | $4,866 | $4,126+17.9% | $3,318+46.7% | $4,876-0.2% |
| Participant deferral / active EE | $17,580 | $5,733+206.6% | $5,288+232.5% | $5,439+223.2% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |