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 | $309,788 | $160,055+93.6% | $140,016+121.3% | $135,375+128.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.33% | 911.38%-922.7pp | 651.12%-662.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $3,280 | $6,420-48.9% | $5,606-41.5% | $4,779-31.4% |
| Participant deferral / active EE | $11,567 | $7,642+51.4% | $6,927+67.0% | $5,609+106.2% |
| Admin fee / account holder | $100 | $13,328-99.2% | $10,705-99.1% | $10,827-99.1% |