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 | $2,249,567 | $176,056+1177.8% | $159,436+1311.0% | $167,490+1243.1% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 9.82% | 331.75%-321.9pp | 263.57%-253.7pp | 478.56%-468.7pp |
| Employer contribution / active EE | $8,630 | $5,297+62.9% | $4,829+78.7% | $4,837+78.4% |
| Participant deferral / active EE | $12,172 | $7,750+57.1% | $7,352+65.6% | $6,341+91.9% |
| Admin fee / account holder | $62 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |