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 | $386,106 | $817,678-52.8% | $392,568-1.6% | $152,861+152.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | -10.32% | 22.84%-33.2pp | 24.42%-34.7pp | 345.32%-355.6pp |
| Employer contribution / active EE | $7,040 | $5,502+27.9% | $3,783+86.1% | $4,762+47.8% |
| Participant deferral / active EE | $18,037 | $8,398+114.8% | $5,985+201.4% | $5,850+208.3% |
| Admin fee / account holder | $210 | $12,095-98.3% | $6,260-96.6% | $11,596-98.2% |