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 | $831,716 | $159,602+421.1% | $150,045+454.3% | $142,382+484.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -13.60% | 70.24%-83.8pp | 62.55%-76.1pp | 217.08%-230.7pp |
| Employer contribution / active EE | $48,500 | $4,961+877.7% | $4,693+933.4% | $4,299+1028.1% |
| Participant deferral / active EE | $40,500 | $8,310+387.4% | $7,997+406.4% | $6,507+522.4% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |