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 | $646,549 | $92,703+597.4% | $82,719+681.6% | $134,475+380.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.01% | 944.92%-967.9pp | 701.18%-724.2pp | 417.96%-441.0pp |
| Employer contribution / active EE | $23,589 | $3,274+620.5% | $3,009+684.0% | $4,740+397.7% |
| Participant deferral / active EE | $20,125 | $4,802+319.1% | $4,395+357.9% | $6,400+214.5% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |