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 | $472,417 | $183,963+156.8% | $162,163+191.3% | $152,861+209.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 10.91% | 150.76%-139.9pp | 115.59%-104.7pp | 345.32%-334.4pp |
| Employer contribution / active EE | $12,750 | $6,371+100.1% | $5,614+127.1% | $4,762+167.7% |
| Participant deferral / active EE | $16,844 | $8,034+109.7% | $7,298+130.8% | $5,850+187.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |