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 9-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 | $262,225 | $168,632+55.5% | $147,614+77.6% | $125,391+109.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -7.34% | 77.65%-85.0pp | 61.98%-69.3pp | 282.22%-289.6pp |
| Employer contribution / active EE | $22,999 | $6,252+267.9% | $5,564+313.3% | $4,866+372.7% |
| Participant deferral / active EE | $14,720 | $5,507+167.3% | $4,895+200.7% | $5,352+175.1% |
| Admin fee / account holder | $25 | $13,580-99.8% | $11,611-99.8% | $9,540-99.7% |