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 | $1,527,087 | $74,888+1939.2% | $71,209+2044.5% | $142,382+972.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 5.42% | 345.14%-339.7pp | 282.51%-277.1pp | 217.08%-211.7pp |
| Employer contribution / active EE | $570 | $2,854-80.0% | $2,721-79.0% | $4,299-86.7% |
| Participant deferral / active EE | $5,283 | $4,454+18.6% | $4,175+26.5% | $6,507-18.8% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |