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 3-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 | $640,605 | $114,381+460.1% | $107,525+495.8% | $142,382+349.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 3.42% | 242.71%-239.3pp | 181.32%-177.9pp | 217.08%-213.7pp |
| Employer contribution / active EE | $41,273 | $4,015+928.1% | $3,754+999.6% | $4,299+860.0% |
| Participant deferral / active EE | $6,185 | $5,564+11.2% | $5,116+20.9% | $6,507-5.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |