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 | $332,980 | $90,590+267.6% | $90,782+266.8% | $135,375+146.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -11.58% | -3.40%-8.2pp | -3.42%-8.2pp | 519.73%-531.3pp |
| Employer contribution / active EE | $19,684 | $4,352+352.2% | $4,105+379.5% | $4,779+311.9% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $33 | $7,683-99.6% | $5,908-99.4% | $10,827-99.7% |