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 3-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 | $287,329 | $159,602+80.0% | $150,045+91.5% | $142,382+101.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 10.20% | 70.24%-60.0pp | 62.55%-52.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $4,001 | $4,961-19.3% | $4,693-14.7% | $4,299-6.9% |
| Participant deferral / active EE | $16,954 | $8,310+104.0% | $7,997+112.0% | $6,507+160.5% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |