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 | $2,392,300 | $209,411+1042.4% | $178,490+1240.3% | $158,922+1405.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.60% | 188.75%-185.1pp | 151.07%-147.5pp | 302.83%-299.2pp |
| Employer contribution / active EE | $17,832 | $5,706+212.5% | $5,011+255.9% | $4,761+274.5% |
| Participant deferral / active EE | $23,917 | $5,954+301.7% | $5,202+359.8% | $5,982+299.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |