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 | $1,213,366 | $138,065+778.8% | $123,544+882.1% | $135,375+796.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.50% | 153.68%-171.2pp | 119.20%-136.7pp | 519.73%-537.2pp |
| Employer contribution / active EE | $6,510 | $5,151+26.4% | $4,628+40.7% | $4,779+36.2% |
| Participant deferral / active EE | $24,000 | $6,799+253.0% | $6,426+273.5% | $5,609+327.9% |
| Admin fee / account holder | $41 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |