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 | $377,063 | $165,335+128.1% | $149,696+151.9% | $158,922+137.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -7.66% | 348.15%-355.8pp | 276.60%-284.3pp | 302.83%-310.5pp |
| Employer contribution / active EE | $12,342 | $5,103+141.9% | $4,644+165.7% | $4,761+159.2% |
| Participant deferral / active EE | $15,970 | $7,181+122.4% | $6,842+133.4% | $5,982+167.0% |
| Admin fee / account holder | $138 | $10,807-98.7% | $9,309-98.5% | $11,246-98.8% |