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 | $282,390 | $95,971+194.2% | $74,550+278.8% | $135,375+108.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.78% | 56.96%-66.7pp | 32.53%-42.3pp | 519.73%-529.5pp |
| Employer contribution / active EE | $8,218 | $2,716+202.5% | $1,961+319.1% | $4,779+72.0% |
| Participant deferral / active EE | $17,163 | $3,843+346.6% | $3,108+452.2% | $5,609+206.0% |
| Admin fee / account holder | $81 | $6,522-98.8% | $5,060-98.4% | $10,827-99.3% |