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 | $349,017 | $93,024+275.2% | $77,024+353.1% | $134,475+159.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -32.67% | 62.60%-95.3pp | 42.32%-75.0pp | 417.96%-450.6pp |
| Employer contribution / active EE | $15,300 | $3,418+347.7% | $2,812+444.1% | $4,740+222.8% |
| Participant deferral / active EE | $9,000 | $5,238+71.8% | $4,426+103.3% | $6,400+40.6% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |