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 | $269,218 | $180,449+49.2% | $154,107+74.7% | $135,375+98.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.55% | 888.09%-900.6pp | 735.12%-747.7pp | 519.73%-532.3pp |
| Employer contribution / active EE | $6,818 | $6,035+13.0% | $5,298+28.7% | $4,779+42.7% |
| Participant deferral / active EE | $4,661 | $5,806-19.7% | $5,081-8.3% | $5,609-16.9% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |