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 | $326,941 | $214,378+52.5% | $200,582+63.0% | $142,382+129.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.05% | 46.41%-35.4pp | 42.33%-31.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $35,753 | $6,841+422.6% | $6,419+457.0% | $4,299+731.6% |
| Participant deferral / active EE | $23,129 | $9,865+134.5% | $9,331+147.9% | $6,507+255.4% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |