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 | $376,309 | $95,862+292.6% | $79,550+373.0% | $134,475+179.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -52.70% | -2.69%-50.0pp | 0.16%-52.9pp | 417.96%-470.7pp |
| Employer contribution / active EE | $31,795 | $3,128+916.4% | $2,413+1217.6% | $4,740+570.8% |
| Participant deferral / active EE | $13,000 | $4,693+177.0% | $3,985+226.2% | $6,400+103.1% |
| Admin fee / account holder | $136 | $9,126-98.5% | $6,832-98.0% | $11,426-98.8% |