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 5-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 | $620,638 | $148,534+317.8% | $135,903+356.7% | $139,434+345.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.36% | 79.19%-67.8pp | 68.23%-56.9pp | 372.94%-361.6pp |
| Employer contribution / active EE | $3,035 | $5,243-42.1% | $4,856-37.5% | $4,751-36.1% |
| Participant deferral / active EE | $18,250 | $8,100+125.3% | $7,758+135.2% | $6,710+172.0% |
| Admin fee / account holder | $50 | $12,400-99.6% | $10,762-99.5% | $11,403-99.6% |