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 | $1,082,899 | $162,781+565.3% | $133,956+708.4% | $158,922+581.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -0.65% | 41.94%-42.6pp | 45.09%-45.7pp | 302.83%-303.5pp |
| Employer contribution / active EE | $22,667 | $4,975+355.6% | $3,919+478.4% | $4,761+376.1% |
| Participant deferral / active EE | $14,833 | $5,911+150.9% | $5,048+193.9% | $5,982+148.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |