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 9-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 | $267,477 | $133,958+99.7% | $112,228+138.3% | $134,475+98.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.79% | 47.11%-68.9pp | 27.45%-49.2pp | 417.96%-439.8pp |
| Employer contribution / active EE | $34,496 | $4,038+754.3% | $3,635+849.1% | $4,740+627.8% |
| Participant deferral / active EE | $23,188 | $5,291+338.3% | $4,728+390.4% | $6,400+262.3% |
| Admin fee / account holder | $5 | $7,489-99.9% | $6,410-99.9% | $11,426-100.0% |