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 | $386,859 | $160,055+141.7% | $140,016+176.3% | $135,375+185.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -14.04% | 911.38%-925.4pp | 651.12%-665.2pp | 519.73%-533.8pp |
| Employer contribution / active EE | $19,173 | $6,420+198.6% | $5,606+242.0% | $4,779+301.2% |
| Participant deferral / active EE | $12,250 | $7,642+60.3% | $6,927+76.8% | $5,609+118.4% |
| Admin fee / account holder | $60 | $13,328-99.6% | $10,705-99.4% | $10,827-99.4% |