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 | $980,523 | $111,754+777.4% | $103,333+848.9% | $145,922+572.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.03% | 24.77%-18.7pp | 24.88%-18.9pp | 561.29%-555.3pp |
| Employer contribution / active EE | $8,854 | $4,212+110.2% | $3,868+128.9% | $4,660+90.0% |
| Participant deferral / active EE | $10,000 | $5,619+78.0% | $5,057+97.7% | $6,688+49.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |