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 | $365,819 | $117,841+210.4% | $102,423+257.2% | $145,922+150.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 3.62% | 31.65%-28.0pp | 29.32%-25.7pp | 561.29%-557.7pp |
| Employer contribution / active EE | $6,633 | $3,615+83.5% | $3,023+119.4% | $4,660+42.4% |
| Participant deferral / active EE | $17,867 | $5,731+211.8% | $5,053+253.6% | $6,688+167.2% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |