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 | $696,928 | $214,378+225.1% | $200,582+247.5% | $142,382+389.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.29% | 46.41%-38.1pp | 42.33%-34.0pp | 217.08%-208.8pp |
| Employer contribution / active EE | $19,191 | $6,841+180.5% | $6,419+199.0% | $4,299+346.4% |
| Participant deferral / active EE | $13,371 | $9,865+35.5% | $9,331+43.3% | $6,507+105.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |