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 | $452,674 | $82,286+450.1% | $68,791+558.0% | $134,475+236.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.98% | -2.19%-20.8pp | -6.38%-16.6pp | 417.96%-440.9pp |
| Employer contribution / active EE | $5,000 | $3,301+51.5% | $2,655+88.3% | $4,740+5.5% |
| Participant deferral / active EE | $8,543 | $4,739+80.3% | $3,941+116.8% | $6,400+33.5% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |