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 | $342,576 | $115,882+195.6% | $100,516+240.8% | $158,922+115.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 3.93% | 34.79%-30.9pp | 30.89%-27.0pp | 302.83%-298.9pp |
| Employer contribution / active EE | $20,459 | $4,103+398.6% | $3,418+498.6% | $4,761+329.7% |
| Participant deferral / active EE | $19,500 | $6,674+192.2% | $6,270+211.0% | $5,982+226.0% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |