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 4-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 | $811,732 | $106,584+661.6% | $101,326+701.1% | $142,382+470.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 7.66% | 36.93%-29.3pp | 36.82%-29.2pp | 217.08%-209.4pp |
| Employer contribution / active EE | $11,625 | $3,956+193.9% | $3,665+217.2% | $4,299+170.4% |
| Participant deferral / active EE | $5,875 | $8,297-29.2% | $7,994-26.5% | $6,507-9.7% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |