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 9-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 | $435,555 | $148,534+193.2% | $135,903+220.5% | $139,434+212.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 9.67% | 79.19%-69.5pp | 68.23%-58.6pp | 372.94%-363.3pp |
| Employer contribution / active EE | $3,141 | $5,243-40.1% | $4,856-35.3% | $4,751-33.9% |
| Participant deferral / active EE | $10,023 | $8,100+23.7% | $7,758+29.2% | $6,710+49.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |