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 8-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 | $281,420 | $138,044+103.9% | $125,339+124.5% | $134,475+109.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.07% | 750.33%-776.4pp | 572.05%-598.1pp | 417.96%-444.0pp |
| Employer contribution / active EE | $8,736 | $5,243+66.6% | $4,814+81.5% | $4,740+84.3% |
| Participant deferral / active EE | $13,345 | $7,799+71.1% | $7,446+79.2% | $6,400+108.5% |
| Admin fee / account holder | -$386 | $11,571-103.3% | $10,010-103.9% | $11,426-103.4% |