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 | $1,164,290 | $159,602+629.5% | $150,045+676.0% | $142,382+717.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -1.88% | 70.24%-72.1pp | 62.55%-64.4pp | 217.08%-219.0pp |
| Employer contribution / active EE | $3,638 | $4,961-26.7% | $4,693-22.5% | $4,299-15.4% |
| Participant deferral / active EE | $31,686 | $8,310+281.3% | $7,997+296.2% | $6,507+386.9% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |