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 | $402,163 | $102,966+290.6% | $90,281+345.5% | $152,861+163.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -1.53% | 95.16%-96.7pp | 78.10%-79.6pp | 345.32%-346.9pp |
| Employer contribution / active EE | $14,782 | $3,139+371.0% | $2,854+417.9% | $4,762+210.4% |
| Participant deferral / active EE | $13,586 | $4,281+217.3% | $3,885+249.7% | $5,850+132.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |