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 | $614,884 | $159,901+284.5% | $146,958+318.4% | $145,922+321.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.33% | 98.13%-93.8pp | 418.34%-414.0pp | 561.29%-557.0pp |
| Employer contribution / active EE | $23,754 | $5,286+349.4% | $4,933+381.5% | $4,660+409.8% |
| Participant deferral / active EE | $17,625 | $8,428+109.1% | $8,070+118.4% | $6,688+163.5% |
| Admin fee / account holder | $140 | $15,044-99.1% | $12,998-98.9% | $13,397-99.0% |