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 | $347,696 | $74,888+364.3% | $71,209+388.3% | $142,382+144.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 2.02% | 345.14%-343.1pp | 282.51%-280.5pp | 217.08%-215.1pp |
| Employer contribution / active EE | $14,312 | $2,854+401.4% | $2,721+426.0% | $4,299+232.9% |
| Participant deferral / active EE | $8,066 | $4,454+81.1% | $4,175+93.2% | $6,507+24.0% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |