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 | $335,287 | $167,484+100.2% | $151,611+121.1% | $134,475+149.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -28.77% | 7.80%-36.6pp | 3.33%-32.1pp | 417.96%-446.7pp |
| Employer contribution / active EE | $28,284 | $6,829+314.2% | $6,166+358.7% | $4,740+496.8% |
| Participant deferral / active EE | $19,220 | $8,986+113.9% | $8,363+129.8% | $6,400+200.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |