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 | $306,072 | $167,307+82.9% | $143,757+112.9% | $134,475+127.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -27.48% | 0.46%-27.9pp | -0.04%-27.4pp | 417.96%-445.4pp |
| Employer contribution / active EE | $8,914 | $5,619+58.6% | $4,951+80.0% | $4,740+88.1% |
| Participant deferral / active EE | $5,603 | $6,446-13.1% | $5,637-0.6% | $6,400-12.4% |
| Admin fee / account holder | $18 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |