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 | $516,734 | $94,338+447.7% | $100,534+414.0% | $142,382+262.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 2.97% | 29.20%-26.2pp | 32.66%-29.7pp | 217.08%-214.1pp |
| Employer contribution / active EE | $22,333 | $4,237+427.1% | $4,346+413.8% | $4,299+419.5% |
| Participant deferral / active EE | $22,483 | $5,934+278.9% | $6,144+265.9% | $6,507+245.5% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |