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 8-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 | $1,211,891 | $209,411+478.7% | $178,490+579.0% | $158,922+662.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.30% | 188.75%-186.5pp | 151.07%-148.8pp | 302.83%-300.5pp |
| Employer contribution / active EE | $12,833 | $5,706+124.9% | $5,011+156.1% | $4,761+169.5% |
| Participant deferral / active EE | $21,825 | $5,954+266.5% | $5,202+319.6% | $5,982+264.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |