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 7-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 | $372,835 | $100,754+270.0% | $86,677+330.1% | $134,475+177.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -30.53% | 29.04%-59.6pp | 35.91%-66.4pp | 417.96%-448.5pp |
| Employer contribution / active EE | $14,166 | $3,489+306.0% | $2,836+399.4% | $4,740+198.9% |
| Participant deferral / active EE | $12,641 | $5,338+136.8% | $4,656+171.5% | $6,400+97.5% |
| Admin fee / account holder | $94 | $10,926-99.1% | $7,493-98.7% | $11,426-99.2% |