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 | $615,705 | $127,065+384.6% | $113,168+444.1% | $142,382+332.4% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 9.97% | 24.03%-14.1pp | 24.27%-14.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $3,561 | $3,442+3.5% | $2,975+19.7% | $4,299-17.2% |
| Participant deferral / active EE | $9,360 | $5,716+63.7% | $5,107+83.3% | $6,507+43.8% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |