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 | $1,803,769 | $183,963+880.5% | $162,163+1012.3% | $152,861+1080.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 4.16% | 150.76%-146.6pp | 115.59%-111.4pp | 345.32%-341.2pp |
| Employer contribution / active EE | $20,825 | $6,371+226.9% | $5,614+271.0% | $4,762+337.3% |
| Participant deferral / active EE | $12,250 | $8,034+52.5% | $7,298+67.9% | $5,850+109.4% |
| Admin fee / account holder | $179 | $13,121-98.6% | $10,843-98.4% | $11,596-98.5% |