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 | $283,747 | $165,984+70.9% | $164,813+72.2% | $145,922+94.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.36% | 100.03%-95.7pp | 69.93%-65.6pp | 561.29%-556.9pp |
| Employer contribution / active EE | $2,283 | $5,273-56.7% | $4,341-47.4% | $4,660-51.0% |
| Participant deferral / active EE | $13,867 | $6,959+99.3% | $6,031+129.9% | $6,688+107.3% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |