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 | $606,998 | $171,865+253.2% | $149,718+305.4% | $147,584+311.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 3.44% | 2113.22%-2109.8pp | 1501.63%-1498.2pp | 578.55%-575.1pp |
| Employer contribution / active EE | $2,400 | $6,275-61.8% | $5,445-55.9% | $4,876-50.8% |
| Participant deferral / active EE | $20,000 | $7,271+175.1% | $6,569+204.5% | $5,439+267.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |