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 | $807,411 | $214,378+276.6% | $200,582+302.5% | $142,382+467.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 7.17% | 46.41%-39.2pp | 42.33%-35.2pp | 217.08%-209.9pp |
| Employer contribution / active EE | $5,000 | $6,841-26.9% | $6,419-22.1% | $4,299+16.3% |
| Participant deferral / active EE | $21,917 | $9,865+122.2% | $9,331+134.9% | $6,507+236.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |