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 9-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 | $360,439 | $107,934+233.9% | $91,989+291.8% | $152,861+135.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 8.25% | 89.24%-81.0pp | 69.02%-60.8pp | 345.32%-337.1pp |
| Employer contribution / active EE | $6,112 | $4,210+45.2% | $3,452+77.1% | $4,762+28.3% |
| Participant deferral / active EE | $3,810 | $6,364-40.1% | $5,923-35.7% | $5,850-34.9% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |