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 | $1,051,558 | $171,865+511.9% | $149,718+602.4% | $147,584+612.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.31% | 2113.22%-2105.9pp | 1501.63%-1494.3pp | 578.55%-571.2pp |
| Employer contribution / active EE | $9,372 | $6,275+49.3% | $5,445+72.1% | $4,876+92.2% |
| Participant deferral / active EE | $14,020 | $7,271+92.8% | $6,569+113.4% | $5,439+157.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |