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 | $301,364 | $160,055+88.3% | $140,016+115.2% | $135,375+122.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.03% | 911.38%-921.4pp | 651.12%-661.1pp | 519.73%-529.8pp |
| Employer contribution / active EE | $9,510 | $6,420+48.1% | $5,606+69.6% | $4,779+99.0% |
| Participant deferral / active EE | $14,375 | $7,642+88.1% | $6,927+107.5% | $5,609+156.3% |
| Admin fee / account holder | $245 | $13,328-98.2% | $10,705-97.7% | $10,827-97.7% |