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 8-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 | $452,296 | $74,888+504.0% | $71,209+535.2% | $142,382+217.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.71% | 345.14%-337.4pp | 282.51%-274.8pp | 217.08%-209.4pp |
| Employer contribution / active EE | $18,563 | $2,854+550.3% | $2,721+582.2% | $4,299+331.8% |
| Participant deferral / active EE | $30,577 | $4,454+586.4% | $4,175+632.4% | $6,507+369.9% |
| Admin fee / account holder | $263 | $5,568-95.3% | $5,349-95.1% | $12,624-97.9% |