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 | $830,519 | $159,602+420.4% | $150,045+453.5% | $142,382+483.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.64% | 70.24%-62.6pp | 62.55%-54.9pp | 217.08%-209.4pp |
| Employer contribution / active EE | $24,626 | $4,961+396.4% | $4,693+424.7% | $4,299+472.8% |
| Participant deferral / active EE | $16,443 | $8,310+97.9% | $7,997+105.6% | $6,507+152.7% |
| Admin fee / account holder | $38 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |