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 | $8,286,894 | $189,613+4270.4% | $167,512+4847.0% | $142,382+5720.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 3.05% | 2024.68%-2021.6pp | 1615.79%-1612.7pp | 217.08%-214.0pp |
| Employer contribution / active EE | $36,667 | $4,349+743.1% | $3,882+844.6% | $4,299+752.9% |
| Participant deferral / active EE | $15,000 | $6,981+114.9% | $6,405+134.2% | $6,507+130.5% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |