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 4-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 | $2,043,788 | $177,572+1051.0% | $154,803+1220.3% | $142,382+1335.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 7.64% | 65.07%-57.4pp | 58.88%-51.2pp | 217.08%-209.4pp |
| Employer contribution / active EE | $17,184 | $4,810+257.2% | $4,305+299.1% | $4,299+299.7% |
| Participant deferral / active EE | $15,000 | $6,272+139.2% | $5,540+170.7% | $6,507+130.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |