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 | $603,726 | $183,519+229.0% | $155,509+288.2% | $145,922+313.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -0.84% | 61.17%-62.0pp | 64.67%-65.5pp | 561.29%-562.1pp |
| Employer contribution / active EE | $2,018 | $5,313-62.0% | $4,672-56.8% | $4,660-56.7% |
| Participant deferral / active EE | $3,038 | $6,462-53.0% | $5,626-46.0% | $6,688-54.6% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |