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 | $1,569,295 | $172,478+809.9% | $145,661+977.4% | $142,382+1002.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 5.49% | 151.09%-145.6pp | 101.46%-96.0pp | 217.08%-211.6pp |
| Employer contribution / active EE | $26,404 | $4,899+438.9% | $4,238+523.1% | $4,299+514.2% |
| Participant deferral / active EE | $18,655 | $8,348+123.5% | $7,198+159.1% | $6,507+186.7% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |