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 4-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 | $452,813 | $148,534+204.9% | $135,903+233.2% | $139,434+224.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.90% | 79.19%-70.3pp | 68.23%-59.3pp | 372.94%-364.0pp |
| Employer contribution / active EE | $19,000 | $5,243+262.4% | $4,856+291.3% | $4,751+299.9% |
| Participant deferral / active EE | $18,000 | $8,100+122.2% | $7,758+132.0% | $6,710+168.2% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |