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 | $985,731 | $201,272+389.8% | $184,203+435.1% | $145,922+575.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.87% | 29.00%-20.1pp | 28.81%-19.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $5,850 | $7,022-16.7% | $6,427-9.0% | $4,660+25.6% |
| Participant deferral / active EE | $20,180 | $9,806+105.8% | $9,131+121.0% | $6,688+201.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |