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 | $479,195 | $350,135+36.9% | $456,738+4.9% | $350,135+36.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 66.7%+33.3pp | 79.0%+21.0pp |
| Annual return | 0.00% | 11.86%-11.9pp | 14.04%-14.0pp | 11.86%-11.9pp |
| Employer contribution / active EE | $35,000 | $12,925+170.8% | $23,333+50.0% | $12,925+170.8% |
| Participant deferral / active EE | $0 | $4,976-100.0% | - | $4,976-100.0% |
| Admin fee / account holder | $0 | $23,717-100.0% | - | $23,717-100.0% |