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 6-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 | $833,316 | $110,261+655.8% | $95,745+770.4% | $139,434+497.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.24% | 27.11%-18.9pp | 28.35%-20.1pp | 372.94%-364.7pp |
| Employer contribution / active EE | $21,225 | $3,257+551.6% | $2,835+648.8% | $4,751+346.8% |
| Participant deferral / active EE | $16,500 | $4,676+252.9% | $4,245+288.7% | $6,710+145.9% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |