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 | $315,973 | $118,849+165.9% | $96,562+227.2% | $167,490+88.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | -6.66% | 50.49%-57.1pp | 37.78%-44.4pp | 478.56%-485.2pp |
| Employer contribution / active EE | $19,205 | $3,120+515.6% | $2,356+715.0% | $4,837+297.0% |
| Participant deferral / active EE | $5,210 | $4,616+12.9% | $3,849+35.4% | $6,341-17.8% |
| Admin fee / account holder | $13 | $8,065-99.8% | $6,181-99.8% | $12,309-99.9% |