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 | $601,817 | $162,781+269.7% | $133,956+349.3% | $158,922+278.7% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 3.55% | 41.94%-38.4pp | 45.09%-41.5pp | 302.83%-299.3pp |
| Employer contribution / active EE | $2,458 | $4,975-50.6% | $3,919-37.3% | $4,761-48.4% |
| Participant deferral / active EE | $7,725 | $5,911+30.7% | $5,048+53.0% | $5,982+29.1% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |