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 8-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 | $515,545 | $214,378+140.5% | $200,582+157.0% | $142,382+262.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.04% | 46.41%-37.4pp | 42.33%-33.3pp | 217.08%-208.0pp |
| Employer contribution / active EE | $24,333 | $6,841+255.7% | $6,419+279.1% | $4,299+466.0% |
| Participant deferral / active EE | $19,167 | $9,865+94.3% | $9,331+105.4% | $6,507+194.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |