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 10-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 | $648,114 | $210,648+207.7% | $177,989+264.1% | $145,922+344.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.72% | 385.86%-380.1pp | 294.48%-288.8pp | 561.29%-555.6pp |
| Employer contribution / active EE | $5,374 | $4,565+17.7% | $3,949+36.1% | $4,660+15.3% |
| Participant deferral / active EE | $21,508 | $6,958+209.1% | $6,276+242.7% | $6,688+221.6% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |