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 | $713,973 | $198,466+259.7% | $170,442+318.9% | $147,584+383.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 2.73% | 257.29%-254.6pp | 205.93%-203.2pp | 578.55%-575.8pp |
| Employer contribution / active EE | $30,994 | $6,184+401.2% | $5,433+470.5% | $4,876+535.6% |
| Participant deferral / active EE | $8,000 | $5,629+42.1% | $4,939+62.0% | $5,439+47.1% |
| Admin fee / account holder | $4 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |