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 | $414,508 | $167,307+147.8% | $143,757+188.3% | $134,475+208.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.27% | 0.46%-20.7pp | -0.04%-20.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $7,851 | $5,619+39.7% | $4,951+58.6% | $4,740+65.7% |
| Participant deferral / active EE | $7,333 | $6,446+13.8% | $5,637+30.1% | $6,400+14.6% |
| Admin fee / account holder | $212 | $18,088-98.8% | $14,673-98.6% | $11,426-98.1% |