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 | $372,195 | $581,964-36.0% | $234,905+58.4% | $581,964-36.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 50.0%+50.0pp | 87.9%+12.1pp |
| Annual return | 0.00% | 19.66%-19.7pp | 3.16%-3.2pp | 19.66%-19.7pp |
| Employer contribution / active EE | $28,500 | $21,011+35.6% | $19,000+50.0% | $21,011+35.6% |
| Participant deferral / active EE | $0 | $8,361-100.0% | - | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,887-100.0% | $0 | $49,887-100.0% |