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 | $409,582 | $70,756+478.9% | $65,493+525.4% | $142,382+187.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 10.70% | 1754.89%-1744.2pp | 982.45%-971.7pp | 217.08%-206.4pp |
| Employer contribution / active EE | $20,264 | $2,881+603.5% | $2,574+687.2% | $4,299+371.4% |
| Participant deferral / active EE | $26,717 | $4,637+476.1% | $3,961+574.5% | $6,507+310.6% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |