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 | $643,455 | $162,781+295.3% | $133,956+380.3% | $158,922+304.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.00% | 41.94%-39.9pp | 45.09%-43.1pp | 302.83%-300.8pp |
| Employer contribution / active EE | $56,000 | $4,975+1025.5% | $3,919+1329.1% | $4,761+1076.2% |
| Participant deferral / active EE | $6,500 | $5,911+10.0% | $5,048+28.8% | $5,982+8.7% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |