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 9-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 | $250,282 | $183,963+36.1% | $162,163+54.3% | $152,861+63.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 9.45% | 150.76%-141.3pp | 115.59%-106.1pp | 345.32%-335.9pp |
| Employer contribution / active EE | $27,375 | $6,371+329.7% | $5,614+387.6% | $4,762+474.8% |
| Participant deferral / active EE | $21,500 | $8,034+167.6% | $7,298+194.6% | $5,850+267.5% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |