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 | $427,718 | $176,056+142.9% | $159,436+168.3% | $167,490+155.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.72% | 331.75%-322.0pp | 263.57%-253.8pp | 478.56%-468.8pp |
| Employer contribution / active EE | $7,100 | $5,297+34.0% | $4,829+47.0% | $4,837+46.8% |
| Participant deferral / active EE | $23,833 | $7,750+207.5% | $7,352+224.2% | $6,341+275.8% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |