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 | $270,456 | $135,635+99.4% | $110,238+145.3% | $135,375+99.8% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -10.13% | 513.19%-523.3pp | 314.74%-324.9pp | 519.73%-529.9pp |
| Employer contribution / active EE | $3,069 | $4,906-37.5% | $3,826-19.8% | $4,779-35.8% |
| Participant deferral / active EE | $10,781 | $5,506+95.8% | $4,672+130.8% | $5,609+92.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |