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 | $324,868 | $202,318+60.6% | $172,739+88.1% | $152,861+112.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -1.59% | 1029.65%-1031.2pp | 802.84%-804.4pp | 345.32%-346.9pp |
| Employer contribution / active EE | $7,906 | $5,856+35.0% | $5,143+53.7% | $4,762+66.0% |
| Participant deferral / active EE | $8,854 | $5,948+48.9% | $5,198+70.3% | $5,850+51.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |