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 6-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 | $368,483 | $159,602+130.9% | $150,045+145.6% | $142,382+158.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.95% | 70.24%-60.3pp | 62.55%-52.6pp | 217.08%-207.1pp |
| Employer contribution / active EE | $8,747 | $4,961+76.3% | $4,693+86.4% | $4,299+103.4% |
| Participant deferral / active EE | $4,500 | $8,310-45.8% | $7,997-43.7% | $6,507-30.8% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |